Miscellaneous 2002

Planning for superannuation benefits in retirement and death

Source: Western Australia

Published Date: 14 Feb 2002

 
Family and business superannuation, retirement, succession and asset protection issues are of ever increasing interest and importance to clients. This powerpoint presentation will focus specifically on: various superannuation, retirement planning and succession issues, strategies to be adopted in the establishment and maintenance of intervivos and testamentary discretionary trusts for the purposes of the retention of wealth and the smooth transition of assets from one generation to the next, various taxation issues concerning testamentary trusts, deceased estates and superannuation benefits on death.

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Individual Session

Planning for superannuation benefits in retirement and death

Author(s): Rob Jeremiah

Details

  • Published By: Rob Jeremiah
  • Published On:14 Feb 2002
  • Took place at:City West Function Centre, Perth

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2002

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