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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
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
This was presented at 12th Annual Superannuation Intensive .
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Super contributions and cap recap
Author(s): Craig DAYMaterials from this session:
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Pension strategies for 2015
Author(s): Meg HEFFRONMaterials from this session:
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Superannuation and estate planning - Recent developments
Author(s): Lisa ODDOMaterials from this session:
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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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