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  Miscellaneous 2003

Superannuation as an Estate Planning and Financial Planning Vehicle

Source: Western Australia

Published Date: 19 Aug 2003

 
This PowerPoint presentation covers topics including:
- Issues to consider on the Death of a Member
- Payment of Death Benefits
- Insurance in Superannuation Funds
- Tax Consequences of Death Benefit Payments
- Binding Nominations.

This presentation was also given by Kim Bailey at the Estate Planning seminar in Perth on 24 October 2003.

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Author(s)

Individual Session

Superannuation as an Estate Planning and Financial Planning

Author(s): Scott Hay-Bartlem CTA
Materials from this session:

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Details

  • Published By: Scott Hay-Bartlem CTA
  • Published On:19 Aug 2003
  • Took place at:City West Function Centre, West Perth

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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.

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("TTI")

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