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Superannuation - Family & intergenerational planning presentaiton

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 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • options around leaving business property to the next generation
  • options for LRBAs now cross insurance is no longer allowed
  • avoiding super proceeds going to the estate
  • top 10 areas where death benefits go wrong.

Author profile

Neal Dallas CTA
Neal Dallas, CTA is the Legal Director at BusinessDEPOT. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2025 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 15 July 2024
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Estate and Business Succession Planning .

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