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Superannuation & estate planning 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 04 Aug 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • payment of death benefits
  • death benefit nominations
  • litigation
  • unique position of self-managed superannuation funds
  • pension reversions v. death benefit nominations.

Author profile

Hugh Taylor CTA
Hugh is a Client Director in the Tax Consulting Group at Pitcher Partners Sydney. Since joining the firm in 1984, Hugh has over 25 years’ experience in chartered accounting and specialises in superannuation, retirement planning and administration of self-managed funds. Hugh has developed relationships with lawyers, actuaries and other professional advisors to further assist and support the retirement and estate planning needs of clients. He also works closely with financial planners and is a representative for Pitcher Partners NSW Financial Services Pty Ltd. - Current at 13 March 2017
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This was presented at NSW 13th Annual Estate & Business Succession Planning .

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

Individual sessions

What happens when your client owns or controls foreign assets

Author(s):  John BALAZS

Materials from this session:

Superannuation & estate planning

Author(s):  Hugh TAYLOR

Materials from this session:

Family provision claims and the role of the advisor

Author(s):  Chris Balalovski

Materials from this session:

Powers of attorney

Author(s):  Therese CATANZARITI

Materials from this session:

Life insurance, estate planning and succession planning – Feast or famine for the tax man?

Author(s):  Jeffrey Scott

Materials from this session:

Further details about this event:

 

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