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Estate planning & SMSF’s presentation

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 29 Mar 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • superannuation death benefit beneficiaries
  • taxation of superannuation death benefits
  • incapacitated SMSF members
  • claiming deceased spouse’s super whilst executor.

 

 

 

Author profiles

Leonidas Efthivoulou CTA
Leo Efthivoulou, CTA is a director at ENA Law. Leo has over 14 years experience in advising in various industries, including agriculture and food, property, health and fitness, and to a broad client base. Leo has extensive experience in tax advisory, structuring and restructuring, succession planning, and general commercial legal transactions and advisory. Leo is also a Chartered Accountant, a member of The Tax Institute's various sub-committees including Tax Summit, Noosa and SA Tax Forum. - Current at 27 August 2024
Click here to expand/collapse more articles by Leo Efthivoulou.
Catherine Norman
Catherine is Superannuation Services Director with Pitcher Partners.
Current at 1 April 2019

 

This was presented at 2019 SA Super Day .

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

Individual sessions

Estate planning & SMSF’s

Author(s):  Leo Efthivoulou,  Catherine Norman

Materials from this session:

Contribution strategies – A supplementary paper

Author(s):  Tim Miller

Materials from this session:

Pensions & SMSFs

Author(s):  Peter BURGESS

Materials from this session:

LRBAs – Where to from here? Current issues and challenges

Author(s):  Shari Neagle

Materials from this session:

Property & SMSFs

Author(s):  Matthew Andruchowycz

Materials from this session:

Further details about this event:

 

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