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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 08 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

When should clients use their super funds as estate planning vehicles? How can they use their super funds are estate planning vehicles? How do binding death benefit nominations fit in and what is the role of reversionary pensions. And who controls the estate planning vehicle?

This presentation examines various options and gives practical guidance as to how you can help your clients make decisions that lead to safe, tax effective succession for their superannuation. It covers:

  • ways and means of estate planning within a super fund
  • limits to estate planning within super funds
  • third party challenges to estate planning within super funds
  • super funds v testamentary trusts as estate vehicles.

Author profile

Michael Hallinan
Michael Hallinan, FTI, Townsends Business & Corporate Lawyers. Michael is a Superannuation and Financial Services Lawyer with over 25 years’ experience gained both in private practice and in various in house positions. His in-house experience has been acquired with financial product issuers, financial advisers and superannuation consultancies. Michael’s practice areas include superannuation, especially self managed superannuation funds, financial services, managed investment schemes, IDPS schemes, taxation of investment products, and product compliance. Michael’s industry qualifications include the Graduate Diploma of Securities and Applied Investments as well as being a Fellow of the Taxation Institute. - Current at 08 August 2012

 

This was presented at Estate and Business Succession Planning 2012 .

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

Individual sessions

Superannuation death benefits and reversionary pensions

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Superannuation and estate planning

Author(s):  Michael HALLINAN

Materials from this session:

Use of testamentary trusts in estate planning

Author(s):  Dung LAM

Materials from this session:

How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

Materials from this session:

Multi jurisdictions and estate planning

Author(s):  John BALAZS

Materials from this session:

Life estates

Author(s):  Emma Munro,  Kevin J MUNRO

Materials from this session:

Further details about this event:

 

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