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Superannuation and estate planning - Recent developments paper
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 28 June 2016
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This was presented at 12th Annual Superannuation Intensive.
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Individual sessions
Super contributions and cap recap
Author(s): Craig DAYMaterials from this session:
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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.
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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.
Pension strategies for 2015
Author(s): Meg HEFFRONMaterials from this session:
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- insert_chart
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
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.
Superannuation and estate planning - Recent developments
Author(s): Lisa ODDOMaterials from this session:
-
insert_drive_file
- insert_chart
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
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.
The new regulatory framework for SMSF advisers
Author(s): Nidal DANOUNMaterials from this session:
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The ATO & SMSFs: An update
Author(s): Matthew BambrickMaterials from this session:
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Further details about this event:
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