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Superannuation and death presentation
Published on 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- paying a death benefit
- taxation implications of death benefits.
Author profile
Vesna Pavlovic
Vesna is a Principal at Mercer. She has been in the Financial Services industry for over 20 years, and provides technical support to financial planners in the areas of superannuation, retirement incomes, social security, insurance and estate planning. - Current at 18 August 2009
This was presented at Practical Issues for Succession Planning .
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Hot issues for succession planning: Superannuation and death
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Estate planning for blended families
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