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Role of superannuation in 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 09 Oct 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax on superannuation death benefits
  • strategies to reduce tax paid by non-dependants
  • the impact of TR 2011/D3
  • binding Death Benefit Nominations and reversionary pensions
  • the impact of death on trusteeship of an SMSF.

Author profile

Neal Dallas CTA
Neal Dallas, CTA is the Legal Director at BusinessDEPOT. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2025 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 15 July 2024
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Does Your Trust Have A Future? .

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