2004

Estate Planning

Source: South Australia

Published Date: 12 Feb 2004

 
In the modern era estate planning has become a far more significant issue than just making a Will. This is because business people in particular are more aware that a significant proportion of their wealth is unlikely to vest in their estate. Two classic examples of this are assets owned by a trust and superannuation benefits. The binding death benefit nomination in the superannuation context is a relatively new development which is addressed in detail in these seminar materials.

This seminar also addressed the issues that arise in effective Will making, both from a commercial and taxation perspective.

One matter often overlooked is that an estate can exist for many years following the death of the testator. The seminar also focusses on the taxation issues that arise in the course of estate administration as well as advance planning consideration.

Estate Planning Issues to be Aware of

Author(s): Matthew Tripodi , Greg May

Superannuation Planning Issues

Author(s): Stephen Hunter

Taxation of Deceased Estates

Author(s): Neil Kandelaars

Details

  • Published On:12 Feb 2004
  • Took place at:Holiday Inn on Hindley, Adelaide

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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