Published on 24 Aug 17
by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- case study scenarios
- the impact of the transfer balance cap on cashing out death benefits
- understanding reversionary and non-reversionary pensions
- the transfer balance cap for child pensions
- binding death benefit nominations.
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne.
- Current at
30 June 2015