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My client is dead – Super! paper

Member Price: $57.00
Non Member Price: $75.00

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 21 Feb 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • taxation – the “silent” driver 
  • what happens to superannuation benefits when a member dies?
  • superannuation planning challenges
  • associated tax cost
  • duties consequences
  • superannuation compliance rules
  • intended beneficiary – the estate planning strategies.

Author profile

Yikai Hoe CTA
Yikai Hoe, CTA, is the director and founder of Provident Lawyers, a superannuation, taxation and commercial law firm in Western Australia. He is a SMSF Specialist Advisor, Chartered Tax Adviser and a Trusts and Estate Practitioner. Yikai works closely with clients and their advisors to provide legal support on a myriad of value-added solutions for all types of superannuation, tax and commercial matters. He enjoys working on complex transactions and compliance issues involving complicated structures, trusts, and SMSFs. Yikai is passionate about sharing his knowledge. He has presented on many superannuation, tax, trusts, estate and succession planning and commercial law topics. - Current at 27 February 2024
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This was presented at 2019 Estate and Succession Planning Intensive .

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

Individual sessions

Administering deceased estates – A practical perspective

Author(s):  Loreena Gillon

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Succession planning for family business

Author(s):  Chris Balalovski,  Alicia Gordon

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Division 7A and deceased estates

Author(s):  Daniel Taborsky

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My client is dead – Super!

Author(s):  Yikai Hoe

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Contested estate matters

Author(s):  Tim Lethbridge

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Philanthropy and estate planning

Author(s):  Chris Balalovski,  Alicia Gordon

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Scenario - Ethical considerations for advisers in estate planning

Author(s):  David W MARKS

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