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  Estate planning Succession Superannuation

Superannuation succession planning strategies part 2

Source: Victoria

Published Date: 28 Nov 2013

 

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This paper focuses on the following points in relation to pensions:

  • current pension options
  • recent changes, announcements and ATO interpretations
  • taxation issues during the pension lifecycle
  • tips and traps
  • strategies and issues
  • case studies.

This paper complements part 1 of the series, presented at the October Breakfast Club 2013 by Murray Wyatt. Murray’s session focused on how superannuation can be used as a tool forsuccession planning and incapacity. Together the two part series will be an excellent resource for those interested in superannuation succession and pensions.

Author(s)

Individual Session

Superannuation succession planning strategies part 2

Author(s): Thalia Kalaboukas
Materials from this session:

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Details

  • Published By: Thalia Kalaboukas
  • Published On:28 Nov 2013
  • Took place at:Leonda by the Yarra, Melbourne

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Estate planning Succession Superannuation 2013

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