Miscellaneous 2007

Estate planning

Source: Victoria

Published Date: 12 Oct 2007

 

This presentation examines some of the important issues that individuals need to be aware of when:

  • making a 'testamentary trust' will
  • deciding how to deal with their superannuation benefits immediately prior to death
  • making binding superannuation death benefit nominations.

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Individual Session

Estate planning

Author(s): Bernie O'Sullivan
Materials from this session:

Details

  • Published By: Bernie O'Sullivan
  • Published On:12 Oct 2007
  • Took place at:Mantra Erskine Beach Resort, Lorne

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 2007

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