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Superannuation and 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 11 Apr 08 by WESTERN AUSTRALIAN 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

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
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This was presented at Superannuation Intensive .

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

Individual sessions

Borrowing in superannuation funds

Author(s):  Ron DOIG

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Superannuation and estate planning

Author(s):  Daniel FRY

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ATO auditing of SMSF auditors

Author(s):  Sharyn LONG

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Superannuation strategies life begins at 60, pre and post planning

Author(s):  Jemma SANDERSON

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Accounting for warrants

Author(s):  Cindy MCDONALD

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Further details about this event:

 

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