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Succession planning: Superannuation and death 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 15 Aug 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • how are death benefits taxed?
  • pension or lump sum?
  • binding vs non-binding nominations
  • superannuation disputes
  • 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 Hot Issues for Succession Planning .

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

Individual sessions

Overview of estate planning

Author(s):  Barry FRY

Materials from this session:

Succession planning: Some taxation issues to consider

Author(s):  Andrew O'BRYAN

Materials from this session:

Succession planning: Charitable gifts

Author(s):  Chris BEENY

Materials from this session:

Testamentary trusts

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Succession planning: Superannuation and death

Author(s):  Kim COWIE

Materials from this session:

Key issues in business succession planning

Author(s):  Craig HOLLAND

Materials from this session:

Passing control of family trusts

Author(s):  Graeme HALPERIN

Materials from this session:

Succession planning: Demystifying buy sell agreements

Author(s):  Paul HOCKRIDGE

Materials from this session:

Further details about this event:

 

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