Miscellaneous 2001

Superannuation and estate planning (Part 1) - your super may live on even if you don't/(Part 2) Death may not always be a detriment (except for you)

Source: New South Wales

Published Date: 20 Nov 2001

 
Part One of this powerpoint presentation discusses superannuation and estate planning, with a focus on self-managed superannuation funds and estate planning, tax effective ways of combining superannuation with estate planning, superannuation death benefits as part of estate planning, binding death benefit nominations, tax implication of death. Part 2 discusses options for death benefits, tax implications of 'death' benefit pensions, death benefits and children under 18 years, pensions for beneficiaries arising from death, who can be nominated to receive a death benefit from a retirement income stream?

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Individual Session


Details

  • Published By: Andrew Skinner
  • Published On:20 Nov 2001
  • Took place at:Sheraton on the Park, Sydney

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