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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 28 Sep 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers superannuation and death including:

  • death benefits
  • taxation of death benefits
  • pre-death strategies.

Author profiles

Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. - Current at 30 June 2015
Click here to expand/collapse more articles by Thalia KALABOUKAS.
Chris Ketsakidis CTA
Chris heads the Superannuation & Financial Services practice at Maurice Blackburn Commercial. His expertise is in the areas of superannuation, estate planning, tax structuring and trusts. He has practised for more than eighteen years in these key areas. Chris advises a range of participants in the superannuation and financial services industry, including accountants, financial advisers, superannuation fund trustees, SMEs and high net-worth clients. - Current at 18 August 2010
Click here to expand/collapse more articles by Chris KETSAKIDIS.

 

This was presented at Succession Planning Masterclass .

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Individual sessions

The interaction of family law and estate planning

Author(s):  Peter CROFTS

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Tax planning for estates

Author(s):  Michael FLYNN

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Passing control of family trusts - A discussion

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Business succession - Demystifying buy-sell agreements

Author(s):  Paul HOCKRIDGE

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Superannuation and death

Author(s):  Thalia KALABOUKAS,  Chris KETSAKIDIS

Materials from this session:

Further details about this event:

 

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