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

This was presented at 12th Annual Superannuation Intensive.

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

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