Estate planning Succession

Doomsday preparation: Super and estate planning

Source: New South Wales

Published Date: 30 Aug 2012

 

Super and estate planning continues to be a hot topic as there are so many variables. Planning ahead is key. This presentation takes you through the most common tips and traps that can occur:

  • How wills interacts with super
  • Who can receive super death benefits and the tax effects
  • Reversionary pensions
  • Trusteeship
  • Binding death benefit nominations
  • Insurances within or outside super.

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Individual Session

Doomsday preparation: Super and estate planning

Author(s): Jennie Lynn

Details

  • Published By: Jennie Lynn
  • Published On:30 Aug 2012
  • Took place at:Sofitel 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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Estate planning Succession 2012

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