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Superannuation and death 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 16 Feb 10 by TASMANIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • death benefits
    • who can be paid?
    • how are they paid?
  • taxation of death benefits
    • who are the recipients?
    • how are they taxed when paid?
  • pre-death strategies
  • what assets form part of an estate?

Author profiles

Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. - Current at 30 June 2015
Click here to expand/collapse more articles by Thalia KALABOUKAS.
Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at Estate Planning - Key Planning Problems and Practical Solutions .

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

Individual sessions

Superannuation and death

Author(s):  Thalia KALABOUKAS

Materials from this session:

Practical estate planning issues for blended families

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Further details about this event:

 

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