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Estate planning through 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 14 May 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • taxation treatment of superannuation upon death
  • beyond superannuation - what next?
  • strategies available
  • death benefit nominations and rules
    • how iron-clad are they?
    • what needs to be done to set one up?

Author profile

Craig Dangar
Craig is the Taxation Consultant for Hill Rogers. He has been involved in the financial services industry for the last ten years and held roles in both technical consulting and advisory during this period. He holds Bachelors degrees in Business, Arts and Tax and holds a Masters in Financial Planning. - Current at 14 May 2008

 

This was presented at Superannuation Intensive .

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

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Author(s):  Belinda AISBETT

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Borrowing & superannuation – A lawyer's and accountant’s perspective

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The pension asset tax exemption – Segregation & actuarial requirements

Author(s):  Craig DAY

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Superannuation strategies and case studies

Author(s):  Jemma SANDERSON

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Estate planning through superannuation

Author(s):  Craig DANGAR

Materials from this session:

Further details about this event:

 

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