shopping_cart

Your shopping cart is empty

Superannuation Planning Issues presentation and case studies

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 12 Feb 04 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation (including bonus case studies) covers the following topics:
- nominations - do you make a nomination?
- lump sum benefits - tax effective receipts
- is your pension reversionary?
- residual capital values - how are they taxed?
- reconstituting a SMSF when a person dies.

Author profile

Stephen Hunter
Stephen is Manager - Superannuation with Merit Partners. He is a Fellow of the Institute of Chartered Accountants and has been in the profession for almost 18 years. He specialises in retirement planning, superannuation law and financial planning. He has been a frequent presenter for the NIA, ICAA, CPA and the Taxation Institute on superannuation and retirement planning issues. - Current at 30 May 2007
Click here to expand/collapse more articles by Stephen HUNTER.

 

This was presented at Estate Planning .

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

Individual sessions

Estate Planning Issues to be Aware of

Author(s):  Greg MAY,  Matthew TRIPODI

Materials from this session:

Superannuation Planning Issues

Author(s):  Stephen HUNTER

Materials from this session:

Taxation of Deceased Estates

Author(s):  Neil KANDELAARS

Materials from this session:

Further details about this event:

 

Copyright Statement