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Business Succession, Death and Superannuation presentation

Member Price: Free
Non Member Price: $15.00

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 09 Jun 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Issues covered in this presentation include:
- 15 year exemption
- CGT exempt amounts
- what happens to super on death?
- death benefit ETPs and RBLs
- death during accumulation phase/during pension phase
- who are dependants?
- the use of binding death benefit nominations
- payments to deceased estates.

Author profile

Kerri Reynolds CTA
Kerri has over 20 years of tax and SMSF experience gained with her work for KPMG in Australia. Kerri has a broad range of in-depth experience, including both compliance and strategy for SMSFs, tax advisory and business consulting services to SMEs, and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. - Current at 04 September 2019
Click here to expand/collapse more articles by Kerri PARKER.

 

This was presented at Superannuation Intensive .

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Individual sessions

Business Succession, Death and Superannuation

Author(s):  Kerri PARKER

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Investment Restrictions and Real Property Investments

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Super Pensions - from an actuary's perspective

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Tax Strategies & Superannuation Investments

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