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Plenary 4: Superannuation – Life and death in the brave new world paper

Published on 16 Nov 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • background - superannuation death benefits and estate planning
  • the big picture – what has changed for estate planning purposes?
  • particular areas of impact for estate planning purposes.

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne is a Barrister specialising in financial services, superannuation, trusts and equity, taxation and general corporate and commercial matters work. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. She acts for trustees of large industry and retail funds as well as public sector funds and also regularly acts in relation to smaller individual claims and matters affecting SMSFs. - Current at 16 September 2021
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This was presented at 25th Noosa Tax Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Workshop 2: Succession planning and reorganisation of privately held groups – Questions & suggested solutions

Author(s):  Chris ARDAGNA

Materials from this session:





Workshop 1: Trusts and international tax issues – Questions & suggested solutions

Author(s):  Hannah SOH

Materials from this session:


Further details about this event:

 

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