shopping_cart

Your shopping cart is empty

Super estate planning: Issues and strategy 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 14 Sep 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • death benefit rule changes
  • transfer balance cap
  • reversionary TTR income streams
  • TBC & reversionary income streams
  • case studies.

Author profile

Craig DAY
Craig has been a senior member of the FirstTech team since 1999 and has over 12 years experience in the financial services industry. Besides representing Colonial First State at a range of industry and regulatory forums, Craig is actively involved in both course development and presenting for Kaplan and is a SPAA specialist adviser.
Current at 14 May 2008
Click here to expand/collapse more articles by Craig DAY.

 

This was presented at 2018 SA Super Day .

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

Individual sessions

New superannuation reforms one year later – Practical issues

Author(s):  Peter BURGESS

Materials from this session:

Superannuation death benefits: Issues and strategy post 1 July 2017

Author(s):  Craig DAY

Materials from this session:

Powers of attorney and SMSFs

Author(s):  Nicole SANTINON

Materials from this session:

Winding up an SMSF

Author(s):  Tim Miller

Materials from this session:

SMSF hot topics, tips & traps

Author(s):  Shirley SCHAEFER

Materials from this session:

Further details about this event:

 

Copyright Statement