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Superannuation - Family & intergenerational planning presentaiton

Published on 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • options around leaving business property to the next generation
  • options for LRBAs now cross insurance is no longer allowed
  • avoiding super proceeds going to the estate
  • top 10 areas where death benefits go wrong.

Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. - Current at 23 February 2021
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This was presented at Estate and Business Succession Planning .

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