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Superannuation - Structure & uses in estate planning presentation

Published on 02 Jun 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • who can receive a death benefit?
  • how are death benefits paid?
  • ensure effective succession of SMSF trustee
  • form of death benefit
  • taxation of death benefits
  • strategies to manage death benefits tax
  • impact of Federal Budget.

Author profile

Colin Lewis
Colin is the Head of Strategic Advice at Fitzpatricks Private Wealth. He provides technical and strategic advice and guidance on complex financial strategies to financial advisers, accountants and clients. Colin specialises in superannuation and retirement incomes, tax, social security, aged care and estate planning. Since 1987, he has held senior regulatory, consulting and technical roles in the financial services industry and is a SMSF Specialist Advisor. Colin is an experienced presenter and is frequently called upon for comment on financial planning matters in the media and is a regular contributor to the Australian Financial Review. - Current at 31 May 2019

 

This was presented at NSW 9th Annual Tax Forum .

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

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Superannuation - Structure & uses in estate planning

Author(s):  Colin LEWIS

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SMSF update

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Further details about this event:

 

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