Estate planning Succession

Estate Planning and Superannuation " What are the current issues?

Source: National

Published Date: 24 Mar 2021

 

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This paper covers:

  • Reversionary pensions v death benefit income streams " differences and pros/cons of each
  • Alternatives to binding death benefit nominations " thinking outside the square
  • Tax free member benefits v taxable death benefits " what is the difference?
  • Importance of control of SMSFs for estate planning
  • Current estate planning strategies " what you need to know
  • Recent case law impacting death benefits.

Individual Session


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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 2021

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