Many clients choose to hold their investments in superannuation due to the significant tax savings available. But what happens when a member dies? Do the investments continue to enjoy the same tax savings or does this concessional treatment end? What can be done prior to the members' death to ensure the best tax outcome when the time comes? This event highlighted the issues involved and identified planning opportunities for your clients.
This event was part of the 2010 Younger Tax Practitioner Series.