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Superannuation and estate planning - Recent developments paper

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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.

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
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This was presented at 12th Annual Superannuation Intensive .

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

Individual sessions

Super contributions and cap recap

Author(s):  Craig DAY

Materials from this session:

Pension strategies for 2015

Author(s):  Meg HEFFRON

Materials from this session:

Superannuation and estate planning - Recent developments

Author(s):  Lisa ODDO

Materials from this session:

The new regulatory framework for SMSF advisers

Author(s):  Nidal DANOUN

Materials from this session:

The ATO & SMSFs: An update

Author(s):  Matthew Bambrick

Materials from this session:

Further details about this event:

 

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