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Superannuation & death – All you need to know & didn’t know that you need to know in WA presentation

Published on 22 Mar 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • who has the right to the super?
  • the member is vested in interest
  • super (death) rights are also found elsewhere
  • what situs and law of a super fund …
  • competing spouses
  • trustee decision, take what into account?
  • SMSF’s only have access to the Supreme Court.

 

 

 

 

 

 

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA is in his 32nd year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 27 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 19 September 2018
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at 2019 WA Superannuation Intensive .

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

Individual sessions


ATO update - SMSF regulation emerging issues

Author(s):  John Ford

Materials from this session:


Contributions strategies through the life of a member – Case study and suggested solutions

Author(s):  Greg BENTLEY,  Poonam Di Iorio

Materials from this session:

Further details about this event:

 

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