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  Miscellaneous 2005

Superannuation in estate planning

Source: QLD

Published Date: 13 May 2005

 

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This paper includes practical strategies aimed at helping your clients through the most difficult time in their lives by looking at the three planning stages - building superannuation into the overall estate plan; pre-death planning; and postdeath planning. The paper covers:

  • hands on tips for estate planning around superannuation
  • practical advice designed to simplify estate administration
  • avoiding tax traps when dealing with superannuation death benefits
  • proactive strategies for improving tax and financial planning outcomes.
Author(s)

Individual Session

Superannuation in estate planning

Author(s): Chris Wyeth CTA
Materials from this session:

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