Family and business superannuation, retirement, succession and asset protection issues are of ever increasing interest and importance to clients. This powerpoint presentation will focus specifically on: various superannuation, retirement planning and succession issues, strategies to be adopted in the establishment and maintenance of intervivos and testamentary discretionary trusts for the purposes of the retention of wealth and the smooth transition of assets from one generation to the next, various taxation issues concerning testamentary trusts, deceased estates and superannuation benefits on death.
Miscellaneous
2002
Planning for superannuation benefits in retirement and death
Source: Western Australia
Published Date: 14 Feb 2002
Individual Session
Planning for superannuation benefits in retirement and death
Author(s):
Rob Jeremiah CTA
Materials from this
session:
Details
- Published By: Rob Jeremiah CTA
- Published On:14 Feb 2002
- Event Name:Planning for Superannuation Benefits in Retirement and Death
- Session Name:Planning for superannuation benefits in retirement and death
- Read Time:3+ minutes
- Took place at:City West Function Centre, Perth
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Tags
Miscellaneous
2002
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