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Superannuation and estate planning - Recent developments paper

Superannuation and estate planning - Recent developments paper

Member Price: $57.00
Non Member Price: $75.00

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 12 Mar 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

control
taxation of death benefits
binding death benefit nominations
disputing bnding death benefit nominations
avoiding disputes
insurance in SMSFs.

Author profile

Lisa Oddo CTA

Lisa is a Solicitor at N.Panos & Associates, a boutique law firm specialising in tax, superannuation, commercial law, and estate and business succession planning matters. Lisa has provided clients with superannuation and estate planning advice including representing clients in family provision claims. - Current at 30 August 2017

More by Lisa ODDO

Family provisions claims – How to safeguard assets outside your will paper - 02-June-2016
Superannuation and estate planning - SMSF focus paper - 21-May-2015
In superannuation and estate planning even the best laid plans can go astray paper - 06-August-2014
Limited Recourse Borrowing Arrangements by SMSFs - in practice paper - 27-June-2013
Managing the process of limited recourse borrowing arrangements by SMSFs paper - 25-March-2013
Limited Recourse Borrowing Arrangements by SMSFs - In practice paper - 30-August-2012
Fixed trusts vs non-fixed trusts - Why is the distinction important? paper - 17-May-2012
Member profile: Lisa Oddo - 01-July-2010

Click here to expand/collapse more articles by Lisa ODDO.

This was presented at 12th Annual Superannuation Intensive .

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Individual sessions

Super contributions and cap recap

Author(s): Craig DAY

Materials from this session:

Super contributions and cap recap paper

$75.00 non member price
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Super contribution recap and strategies presentation

$15.00 non member price
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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

shopping_cart Add all items to cart - $72.00

Pension strategies for 2015

Author(s): Meg HEFFRON

Materials from this session:

Pension strategies for 2015 paper

$75.00 non member price
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Pension strategies for 2015 presentation

$15.00 non member price
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shopping_cart Add all items to cart - $72.00