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Superannuation and estate planning - SMSF focus presentation

Published on 21 May 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • control of a SMSF
  • loss of capacity of a member
  • death of a member
  • superannuation death benefits
  • BDBNs - when are they binding
  • Wooster v Morris - non-delivery.

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 NSW 8th Annual Tax Forum .

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

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Ethics

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Navigating the ATO view

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ADR in a tax context from a mediator’s perspective

Author(s):  K. E. LINDGREN

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Further details about this event:

 

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