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Estate planning for self managed super funds 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 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • death benefits review:
    • overview
    • taxation
    • nomination types
    • merits or otherwise of death benefit income streams
    • defined benefit pensions
  • estate planning strategies
  • case study.

Author profile

James Proctor
James is Senior Technical Services Manager in the Superannuation and Investment Solutions group at Perpetual specialising in taxation, superannuation and Centrelink issues. He also lectures in financial planning at the University of Technology, Sydney. James has over 18 years experience in the financial services industry as a technical taxation, superannuation and social security expert, university lecturer and financial planner. - Current at 06 April 2011

 

This was presented at Estate and Business Succession Planning .

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Estate planning for self managed superannuation funds

Author(s):  James Proctor,  Helena Gibson

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Taxation & funding of the business will

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