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  2016

Superannuation: Structure and uses in estate planning

Published Date: 2 Jun 2016

 

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This video is a filmed session from the NSW 9th Annual Tax Forum, PowerPoint slides are incorporated with the presentation. The use of superannuation as a wealth-building tool in Australia has grown exponentially, and with it issues dealing with the wealth on death. The issues become more complex where there are blended marriages or second relationships. This session examined two key areas dealing with superannuation in estate planning:
  • strategies for maximising the tax-free amount on death if paid to a non-death benefit dependant
  • ensuring that the funds end up with the right beneficiary.
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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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