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Estate planning for self managed superannuation funds 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 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • superannuation death benefits
  • estate planning strategies.

Author profiles

James Proctor
James is Senior Technical Services Manager in the Superannuation and Investment Solutions group at Perpetual specialising in taxation, superannuation and Centrelink issues. He also lectures in financial planning at the University of Technology, Sydney. James has over 18 years experience in the financial services industry as a technical taxation, superannuation and social security expert, university lecturer and financial planner. - Current at 06 April 2011
Helena Gibson
Helena is a Senior Technical Services Manager with Perpetual Limited. - Current at 06 April 2011

 

This was presented at Estate and Business Succession Planning .

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Individual sessions

Estate planning for self managed superannuation funds

Author(s):  James Proctor,  Helena Gibson

Materials from this session:

Testamentary trusts

Author(s):  Dung LAM

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

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I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

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Taxation & funding of the business will

Author(s):  Jeffrey Scott

Materials from this session:

Further details about this event:

 

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