shopping_cart

Your shopping cart is empty

Estate planning and pensions - start with the end in mind! presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Feb 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:

  • estate planning combining the Will and super
  • do you make the pension reversionary in the first place?
  • the pension exemption - restrictions relating to death
  • binding death benefit nominations and pensions
  • what is the strategy on death - lump sum vs. pension?
  • limits with market linked pension on reversion.

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel Butler, CTA, is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 40 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 15 January 2025
Click here to expand/collapse more articles by Daniel BUTLER.

 

This was presented at Pensions & Retirement Planning .

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

Individual sessions

Estate planning and pensions - start with the end in mind!

Author(s):  Daniel BUTLER

Materials from this session:

Market linked pensions

Author(s):  David FOULDS

Materials from this session:

Further details about this event:

 

Copyright Statement