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Superannuation and estate planning 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 25 Nov 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • pre-death strategies
  • interaction with wills
  • SIS payment standards on death
  • superannuation interests / segregation of assets
  • death benefit nominations / pension contracts
  • challenges to nominations / decisions of the trustee
  • control of a SMSF on death
  • issues with blended families.

Author profiles

Neil Oakes CTA
Neil is a Tax Director at Perks Chartered Accountants and holds a Masters Degree in Tax Law from UNSW (Atax). Neil currently heads up the Technical Tax consulting division within Perks. He specialises in providing commercially focused tax advice to a wide range of clients. - Current at 22 December 2021
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Charalambous Patsias CTA
Harry Patsias is a Partner at Wallmans Lawyers providing specialist tax, superannuation and commercial advice. His areas of expertise include federal and state taxes, superannuation compliance and commercial and trust law. Harry is experienced in managing and resolving contentious issues with federal and state taxation authorities, including pre-audit risk reviews and taxpayer representation during comprehensive reviews, audits, mediation of taxation disputes and appeals. - Current at 16 August 2016
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Individual sessions

Superannuation & estate planning

Author(s):  Neil OAKES,  Harry PATSIAS

Materials from this session:

Further details about this event:

 

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