Superannuation in estate planning presentation

Published on 13 May 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation includes practical strategies aimed at helping your clients through the most difficult time in their lives by looking at the three planning stages - building superannuation into the overall estate plan; pre-death planning; and postdeath planning. The presentation covers:

• hands on tips for estate planning around superannuation
• practical advice designed to simplify estate administration
• avoiding tax traps when dealing with superannuation death benefits
• proactive strategies for improving tax and financial planning outcomes.

Author profile

Christopher Wyeth

Chris is an adviser at Tynans with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth. - Current at 12 July 2018

More by Chris WYETH

• Death in the new world, post-superannuation reform paper - 19-July-2018
• Superannuation and wealth management – The next frontier? paper - 25-May-2017
• Transitioning to retirement with an eye on super paper - 18-August-2016
• Superannuation – Keeping the lid on the lolly jar paper - 11-September-2014
• SMSF’s: Borrowing and property development paper - 30-August-2011
• Foreign retirement funds — Not so super - 01-February-2011
• SMSF’s for outbound expats paper - 28-October-2010
• Superannuation Intensive 2010 workshop guide paper - 27-July-2010
• Residence and superannuation paper - 24-July-2009
• Contributions - it’s all in the timing paper - 17-April-2008
• Super strategies for 2007 - 01-May-2007
• Super strategies for 2007 paper - 22-February-2007
• Superannuation goes boom paper - 09-November-2006
• Superannuation in estate planning paper - 13-May-2005
• Superannuation - creating the right balance paper - 08-April-2005
• The Long Good-bye seminar paper - 26-February-2004
• Tax Employee Options and Related Issues seminar paper - 19-August-2003
• Business Structuring Issues: The Long Goodbye - 13-July-2001

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