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  Miscellaneous 2004

Superannuation Planning Issues

Source: Western Australia

Published Date: 20 Aug 2004

 
This presentation covers the following topics:
- nominations - do you make a nomination?
- lump sum benefits - tax effective receipts
- is your pension reversionary? Residual capital values - how are they taxed? Reconstituting a SMSF when a person dies.

The presentation refers to the case studies prepared by Stephen Hunter at the Estate Planning seminar held in Adelaide on 12 February 2004. Click here to view the case studies.

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Details

  • Published By: Ultan Stephenson
  • Published On:20 Aug 2004
  • Event Name:Estate Planning
  • Session Name:Superannuation Planning Issues
  • Read Time:3+ minutes
  • Took place at:City West Function Centre, West Perth

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