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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 28 May 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation looks at certain taxation and SIS compliance aspects of managing the
treatment of benefits emerging from superannuation funds on the death of members and
considers some options that could be presented to clients including:

  • requirement to pay death benefits
  • tax outcomes in the accumulation and pension phases
  • concepts of SIS and tax dependency
  • use and types of death benefit nominations
  • the role of term life cover
  • practical issues for the continuing control and operation of the trustee.

Author profile

Hugh Taylor CTA
Hugh is a Client Director in the Tax Consulting Group at Pitcher Partners Sydney. Since joining the firm in 1984, Hugh has over 25 years’ experience in chartered accounting and specialises in superannuation, retirement planning and administration of self-managed funds. Hugh has developed relationships with lawyers, actuaries and other professional advisors to further assist and support the retirement and estate planning needs of clients. He also works closely with financial planners and is a representative for Pitcher Partners NSW Financial Services Pty Ltd. - Current at 13 March 2017
Click here to expand/collapse more articles by Hugh TAYLOR.

 

This was presented at Superannuation Intensive .

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

Individual sessions

Gearing by SMSFs – current state of play & superannuation update

Author(s):  Stephen BLACKHALL

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Family law & superannuation

Author(s):  Barry FRAKES

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Estate planning & superannuation

Author(s):  Hugh TAYLOR

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Super compliance – audit perspective

Author(s):  Craig FISHBURN

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Further details about this event:

 

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