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Superannuation planning to meet the unexpected and also the expected paper

Published on 10 Jun 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • sudden death and non-sudden death
  • the family mix
  • planning for incapacity
  • COVID-19 – the unexpected has occurred!
  • bankruptcy, legal incapacity and the twilight zone
  • winding up a SMSF.

Author profiles

Elizabeth Burnheim
Elizabeth is a tax lawyer at Coleman Greig Lawyers, specialising in tax, superannuation, estate planning and trust law. Elizabeth draws upon her taxation, superannuation and trust law expertise to provide her clients with in-depth and wholistic estate planning. She has assisted many clients with structuring and shaping their various inter vivos entities and interests (including superannuation) in a manner which is consistent with their estate plan, whilst also achieving optimal taxation outcomes. In addition to her estate planning work, also assists clients with the management of their tax audits, objections and appeals and has achieved many successful outcomes, specifically in the areas of payroll tax, land tax and superannuation guarantee charge. - Current at 02 March 2021
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Dung Lam CTA
Dung is a Special Counsel at Coleman Greig Lawyers with more than 20 years’ experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, a member of the Business Law Section Taxation Committee of the Law Council of Australia and a member of the NSW Law Society Liaison Committee with the Revenue NSW. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 24 February 2021
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