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  Miscellaneous 2004

Superannuation and Estate Planning seminar

Source: New South Wales

Published Date: 19 Aug 2004

 

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Topics covered in this seminar paper include:
- the role of superannuation in estate planning
- contribution strategies
- complying pensions and allocated pensions
- commutation of pensions
- tax implications on death for the superannuation fund - deductions available for insurance, contributions tax refund.

This paper is an updated version of a paper presented by Stephen Heath at the 3rd Annual Estate & Business Succession Planning Intensive held in Sydney on 22 October 2003. This paper was also presented by Bernie O'Sullivan at the 5th Annual Estate & Business Succession Planning Intensive held in Sydney on 19 November 2004.

Author(s)

Individual Session

Superannuation and Estate Planning

Author(s): Stephen Heath CTA-Life
Materials from this session:

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Miscellaneous 2004

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