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Estate planning and superannuation paper

Member Price: $57.00
Non Member Price: $75.00

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 13 Sep 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • taxation treatment of superannuation upon death
  • practical issues
  • strategies available.

Author profile

Geoff IVANAC
Geoff is the Manager of Optimus’s CompleteEstatePlanning Division, a division that he has been responsible for setting up in Optimus since commencing with them in January 2007. Geoff is a Chartered Accountant, Fellow of the Taxation Institute of Australia, and a Fellow of Finsia - and since 2004 - has been working exclusively in estate planning. Geoff has an in-depth understanding of the commercial, investment, and legal aspects of developing an estate plan - and how developing an effective estate plan essentially requires a compromise between all of a client’s professional advisors - be that their Accountant, Financial Planner or Lawyer.
Current at 13 September 2007
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This was presented at Superannuation Intensive .

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