Estate planning Succession

Role of superannuation in estate planning

Source: QLD

Published Date: 9 Oct 2012

 

This presentation covers:

  • tax on superannuation death benefits
  • strategies to reduce tax paid by non-dependants
  • the impact of TR 2011/D3
  • binding Death Benefit Nominations and reversionary pensions
  • the impact of death on trusteeship of an SMSF.

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Individual Session

Role of superannuation in estate planning

Author(s): Neal Dallas

Details

  • Published By: Neal Dallas
  • Published On:9 Oct 2012
  • Took place at:Grant Thornton, Brisbane

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 Trusts 2012

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