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Estate planning & 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 15 Oct 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • background
  • what is estate planning?
  • estate planning and superannuation, in particular for a SMSF?
    • control issues:
      • basic conditions
      • lifetime
      • upon death
    • death benefit payment options.

Author profile

Angela GAFFNEY
Angela joined Opez in 2009 where she specialises as a Wealth Succession Planner. She has over 29 years experience in the accounting profession, the last 15 years specialising in succession and estate planning and is largely responsible for developing succession consulting strategies for West Australian clients. Angela holds a Bachelor of Business Degree, a Post Graduate Certificate in Self Managed Superannuation, and is a Registered Tax Agent and Registered Liquidator. Highly regarded in the industry she is a long standing member of the Institute of Chartered Accountants of Australia.
Current at 1 September 2009

 

This was presented at Superannuation - Issues and Strategies in the Current Environment .

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

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In-specie transfers

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Where we're at with borrowing with superannuation

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Estate planning & superannuation

Author(s):  Angela GAFFNEY

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Superannuation case studies

Author(s):  Jemma SANDERSON

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Further details about this event:

 

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