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Superannuation and 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 18 Oct 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • who can receive a death benefit?
  • form of benefit payment?
  • what can go wrong?
  • trustee discretion, reversionary pensions, BDBNs
  • retirement pensions and transfer balance caps on death.

Author profile

Mark Wilkinson
Mark is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues - Current at 29 March 2021
Click here to expand/collapse more articles by Mark WILKINSON.

 

This was presented at NSW 15th Annual Estate & Business Succession Planning .

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

Individual sessions

Buy-sell agreements – Death is easy, beware the drafting failures

Author(s):  Peter BOBBIN

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Cross border elements in estate planning

Author(s):  John BALAZS

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Brats & bitches - Recent developments in family provision law and practice

Author(s):  Therese CATANZARITI

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Superannuation and estate planning

Author(s):  Mark WILKINSON

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A selection of practical issues arising in the context of wills and estates

Author(s):  David Williams,  Louise Williams

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Estate planning and the use of testamentary trusts

Author(s):  Andrew FRANKLAND

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Capacity, consent, informed consent, undue influence and duress

Author(s):  Richard NEAL,  Caroline Sims

Materials from this session:

Further details about this event:

 

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