Published on 12 Mar 15
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- taxation of death benefits
- binding death benefit nominations
- disputing bnding death benefit nominations
- avoiding disputes
- insurance in SMSFs.
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 May 2014