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Superannuation & estate planning 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 22 May 18 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • lump sums
  • pensions
  • BDBNs
  • SMSF succession.

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel Butler, CTA, is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 40 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 15 January 2025
Click here to expand/collapse more articles by Daniel BUTLER.

 

This was presented at Super Day .

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Individual sessions

General update - Contributions - What’s changed?

Author(s):  Heather GRAY

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Investments in self-managed super funds

Author(s):  Liz WESTOVER

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Superannuation & estate planning

Author(s):  Daniel BUTLER

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Post super reforms – Time for a rethink on strategies

Author(s):  Aaron Dunn

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ATO areas in focus

Author(s):  Tara McLachlan

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TBAR for SMSF’s

Author(s):  Leanne Connor,  Vusi Nxele

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