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Doomsday preparation: Super and estate planning 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 30 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Super and estate planning continues to be a hot topic as there are so many variables. Planning ahead is key. This presentation takes you through the most common tips and traps that can occur:

  • How wills interacts with super
  • Who can receive super death benefits and the tax effects
  • Reversionary pensions
  • Trusteeship
  • Binding death benefit nominations
  • Insurances within or outside super.

Author profile

Jennie Lynn
Jennie is a Chartered Accountant and Certified Financial Planner at Bentleys. With over 12 years experience in the superannuation and financial advice sector, her vast expertise extends from accounting and auditing to superannuation, wealth creation, retirement and financial planning. Her expertise in selfmanaged superannuation funds enables the creation of strategic opportunities arising out of superannuation, taxation and estate planning legislation. - Current at 18 February 2013
Click here to expand/collapse more articles by Jennie LYNN.

 

This was presented at 10th Annual Superannuation Intensive .

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

Individual sessions

Superannuation update

Author(s):  Mark WILKINSON

Materials from this session:

Contributions to Super - The what, how, why and when

Author(s):  Graeme COLLEY

Materials from this session:

Audit and compliance

Author(s):  Jo Heighway

Materials from this session:

Doomsday preparation: Super and estate planning

Author(s):  Jennie LYNN

Materials from this session:

Limited Recourse Borrowing Arrangements by SMSFs - In practice

Author(s):  Lisa ODDO

Materials from this session:

Tax and SMSF compliance issues: An ATO perspective

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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