shopping_cart

Your shopping cart is empty

Dying for super paper

Published on 15 Oct 10 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • who is eligible to receive a death benefit?
  • the operation of binding death benefit nominations and wills
  • what special issues arise where there are reversionary beneficiaries?
  • how is trusteeship for SMSFs affected when a member dies?

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne Mackenzie, CTA is a Barrister specialising in financial services, superannuation, trusts and equity, and taxation law. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. Suzanne regularly appears in the Federal Court and the Supreme Court of South Australia and more recently has acted for the trustees of AustralianSuper, Host-Plus and Equip Super in applications before the Supreme Court of South Australia. - Current at 22 November 2023
Click here to expand/collapse more articles by Suzanne MACKENZIE.

 

This was presented at 2010 Tasmanian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions







Further details about this event:

 

Copyright Statement