Estate planning Succession

Superannuation and estate planning " The new frontier

Source: QLD

Published Date: 31 May 2018

 

This presentation covers:

  • superannuation in your will
  • death benefits " what are the issues
  • how do we lock-in' a benefit payment?
  • binding nomination
  • is my nomination binding?
  • death benefit pensions " 2 types
  • reversions
  • BDBN vs reversionary pension
  • transfer balance caps.

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Individual Session

Superannuation and estate planning - The new frontier

Author(s): Scott Hay-Bartlem

Details

  • Published By: Scott Hay-Bartlem
  • Published On:31 May 2018
  • Took place at:The Palazzo Versace Hotel, Gold Coast

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 2018

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