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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 16 Feb 10 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

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

Author profile

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
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This was presented at Estate Planning - Key Planning Problems and Practical Solutions .

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Individual sessions

Superannuation and death

Author(s):  Thalia KALABOUKAS

Materials from this session:

Practical estate planning issues for blended families

Author(s):  Bernie O'SULLIVAN

Materials from this session:

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