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  • Superannuation - Family & intergenerational planning presentaiton

Superannuation - Family & intergenerational planning presentaiton

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Non Member Price: $15.00

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Estate and Business Succession Planning .

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