This presentation covers:
- death benefits review:
- overview
- taxation
- nomination types
- merits or otherwise of death benefit income streams
- defined benefit pensions
- estate planning strategies
- case study.
maintenance
Estate planning
Succession
Estate planning for self managed super funds
Source: New South Wales
Published Date: 4 May 2011
Individual Session
Estate planning for self managed superannuation funds
Author(s):
James Proctor
,
Helena Gibson
Materials from this
session:
Details
- Published By: James Proctor
- Published On:4 May 2011
- Took place at:Grace Hotel, 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.
Tags
Estate planning
Succession
2011
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