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Dealing with super in the estate planning context 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.
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Published on 29 Jul 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Superannuation, Estate Planning & SMSF Succession are now of vital importance but are areas often overlooked/little understood – your clients are looking for certainty in relation to who is to receive and who will control their Super following incapacity or death.

This presentation considers:

  • estate planning & super – basic principles
  • who can receive/SIS Dependants?
  • tax/non tax dependants
  • death benefit direction/payment options
  • use of Binding Death Benefit Nominations
  • SMSF Succession Planning/SMSF Control on death/incapacity.

Author profile

Philip McGovern
Phil McGovern, CTA is a Partner with Mellor Olsson working in their Estate Planning & Commercial Division. Phil has in excess of 30 years' experience working with clients across a wide spectrum of industries and occupations, including clients involved in business, professionals and families generally, whom he assists in the Commercial and Transactional Law, Asset Protection, Estate and Succession Planning and Estate Administration fields. - Current at 12 August 2013
Click here to expand/collapse more articles by Phil MCGOVERN.

 

This was presented at Estate and Succession Planning .

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

Individual sessions

Dealing with super in the estate planning context

Author(s):  Phil MCGOVERN

Materials from this session:

Incapacity: Who can sign the cheques?

Author(s):  Andrea MELILLO

Materials from this session:

Tools for tax effective pre-death structuring and succession planning

Author(s):  Ian SNOOK

Materials from this session:

Further details about this event:

 

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