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Superannuation and family trusts: Specific estate planning techniques 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 07 Sep 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • changes to superannuation
  • taxable v non-taxable superannuation components
  • reversionary pensions v life estate pensions
  • family trusts.

Author profile

Scott Whitla
Scott, a Partner at McCullough Robertson and an Accredited Specialist in Succession Law, has extensive experience in all aspects of estate planning, estate administration and estate litigation. Having previously worked closely in the financial services industry with financial planners and business bankers, Scott assists clients to properly organise both their personal and their business affairs. He regularly assists clients to find estate planning solutions which are tax effective and which better preserve an estate for the intended beneficiaries. Scott advises individuals, trustee companies, accountants, financial advisers and other legal firms and their clients. Scott heads up McCullough Robertson’s Equity and Private Client section of the firm and is a regular speaker for the Queensland Law Society, TEN and The Tax Institute. - Current at 21 February 2018
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This was presented at Tax Effective Wealth Ceation .

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Investment and wealth creation strategies

Author(s):  Mark REYNOLDS

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Superannuation and family trusts: Specific estate planning techniques

Author(s):  Scott WHITLA

Materials from this session:

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