Estate planning Succession

Helping Clients RIP Following the Superannuation Reform

Source: New South Wales

Published Date: 24 Aug 2017

 

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This paper covers:

  • case study scenarios
  • definitions
  • the impact of the transfer balance cap on cashing out death benefits
  • understanding reversionary and non-reversionary pensions
  • the transfer balance cap for child pensions
  • binding death benefit nominations.

Individual Session

Helping Clients RIP Following the Superannuation Reform

Author(s): Thalia Dardamanis

Details

  • Published By: Thalia Dardamanis
  • Published On:24 Aug 2017
  • Took place at:Four Seasons 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.

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Estate planning Succession 2017

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