shopping_cart

Your shopping cart is empty

Role of super in estate planning and issues on death presentation

Published on 05 Nov 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • life cycle challenges in SMSFs
  • managing contributions
  • excess contributions
  • opportunities
  • re-contribution strategies
  • reserves.

Author profile

Paul Bannister
Paul is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 25 years experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is also a contributing author to Thomson Reuter’s Financial Planning Handbook. - Current at 01 June 2015
Click here to expand/collapse more articles by Paul Bannister.

 

This was presented at 23rd National Tax Intensive Retreat .

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

Individual sessions





Further details about this event:

 

Copyright Statement
click to expand/collapse