Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  Estate planning Succession Superannuation

Dealing with super in the estate planning context

Source: South Australia

Published Date: 29 Jul 2013

 

Superannuation, Estate Planning & SMSF Succession are now of vital importance but are areas often overlooked/little understood – your clients are looking for certainty in relation to who is to receive and who will control their Super following incapacity or death.

This presentation considers:

  • estate planning & super – basic principles
  • who can receive/SIS Dependants?
  • tax/non tax dependants
  • death benefit direction/payment options
  • use of Binding Death Benefit Nominations
  • SMSF Succession Planning/SMSF Control on death/incapacity.

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

Author(s)

Individual Session

Dealing with super in the estate planning context

Author(s): Phil Mcgovern
Materials from this session:

Download

Details

  • Published By: Phil Mcgovern
  • Published On:29 Jul 2013
  • Took place at:Intercontinental Adelaide

The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced 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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Estate planning Succession Superannuation 2013

Share this page