Estate planning Succession Superannuation

Superannuation succession planning strategies part 2

Source: Victoria

Published Date: 28 Nov 2013


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This paper focuses on the following points in relation to pensions:

  • current pension options
  • recent changes, announcements and ATO interpretations
  • taxation issues during the pension lifecycle
  • tips and traps
  • strategies and issues
  • case studies.

This paper complements part 1 of the series, presented at the October Breakfast Club 2013 by Murray Wyatt. Murray’s session focused on how superannuation can be used as a tool forsuccession planning and incapacity. Together the two part series will be an excellent resource for those interested in superannuation succession and pensions.

Individual Session

Superannuation succession planning strategies part 2

Author(s): Thalia Kalaboukas


  • Published By: Thalia Kalaboukas
  • Published On:28 Nov 2013
  • Took place at:Leonda by the Yarra, Melbourne

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Estate planning Succession Superannuation 2013

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