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  Miscellaneous 2009

Superannuation and estate planning

Source: South Australia

Published Date: 25 Nov 2009

 

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This paper covers:
  • pre-death strategies
  • interaction with wills
  • SIS payment standards on death
  • superannuation interests / segregation of assets
  • death benefit nominations / pension contracts
  • challenges to nominations / decisions of the trustee
  • control of a SMSF on death
  • issues with blended families.
Author(s)

Individual Session

Superannuation & estate planning

Author(s): Neil Oakes CTA , Harry Patsias CTA
Materials from this session:

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Miscellaneous 2009

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