2014

Estate Planning & Super

Source: Western Australia

Published Date: 27 May 2014

 
Superannuation is fast becoming the most substantial asset in an individual's estate. Accordingly, the succession of the member's benefits and fund are incredibly important, as the individual's will does not govern what happens to superannuation. This event outlined:
  • recent cases impacting superannuation succession
  • strategies for managing fund succession and optimising superannuation for beneficiaries
  • further considerations for practitioners.

Estate planning and super

Author(s): Jemma Sanderson
Materials from this session:

Details

  • Published On:27 May 2014
  • Took place at:Online

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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