Miscellaneous 2009

Estate planning & superannuation

Source: New South Wales

Published Date: 28 May 2009

 

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This paper looks at certain taxation and SIS compliance aspects of managing the treatment of benefits emerging from superannuation funds on the death of members and considers some options that could be presented to clients including:

  • requirement to pay death benefits
  • tax outcomes in the accumulation and pension phases
  • concepts of SIS and tax dependency
  • use and types of death benefit nominations
  • the role of term life cover
  • practical issues for the continuing control and operation of the trustee.

Individual Session

Estate planning & superannuation

Author(s): Hugh Taylor
Materials from this session:

Details

  • Published By: Hugh Taylor
  • Published On:28 May 2009
  • Took place at:Swissotel, Sydney

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 2009

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