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Hot issues for succession planning: Superannuation and death paper

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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 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • how are death benefits taxed?
  • pension or lump sum?
  • commutations and reversionary pensions
  • binding vs non binding nominations
  • pre-death strategies.

Author profile

Kim Cowie
Kim is a Technical Services Manager with ITC Limited. She has over 20 years in the funds management and financial planning industries, encompassing roles in company accounting, product design and technical analysis and strategy. - Current at 18 August 2009
Click here to expand/collapse more articles by Kim COWIE.

 

This was presented at Practical Issues for Succession Planning .

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Individual sessions

Hot issues for succession planning: Superannuation and death

Author(s):  Kim COWIE

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Passing control of family trusts

Author(s):  Graeme HALPERIN

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Demystifying buy-sell agreements

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Estate planning for blended families

Author(s):  Bernie O'SULLIVAN

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