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Superannuation and 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 28 Mar 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • death benefit payments post 1 July 2017
  • death benefits and the transfer balance cap
  • EPoAs and BDBNs.

 

Author profile

David Barrett CTA
David Barrett, CTA, is Director, PAX Services. He has more than 30 years experience in the financial services industry, including more than 25 years at Macquarie Bank, and has held positions elsewhere in technical services, financial planning and insurance. David’s expertise lies in advice law, superannuation and related tax legislation, personal international taxation and retirement income systems. With a passion for clear and simple explanation of complex technical issues, David has presented for more than two decades for Macquarie, CPA Australia, the SMSF Association, FINSIA and The Tax Institute. - Current at 06 February 2025
Click here to expand/collapse more articles by David BARRETT.

 

This was presented at 16th Annual Superannuation Intensive .

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

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