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Superannuation and Estate Planning presentation

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Non Member Price: $15.00

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Published on 20 May 21 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Implications of recent cases
  • Importance of valid BDBNs
  • Transfer balance cap strategies and solutions
  • Dealing with lumpy assets.

Author profile

Julie Dolan
Julie Dolan is the National Head of Superannuation and Estate Planning as well as the Sector Lead ‘Asset & Wealth Management – Financial Services’ for KPMG Enterprise. She is well recognised in the industry as a regular author & presenter as well as being involved in a number of technical committees. Julie has decades of experience in advising clients and industry in the areas of superannuation structuring and advice, taxation, succession and estate planning. When it comes to superannuation, her clients range from large APRA funds right through to SMSF’s. - Current at 08 November 2023

 

This was presented at NSW 13th Annual Tax Forum .

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