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  2022

Local Tax Club Series - Superannuation and Estate Planning - Key Considerations Part 10 (Sydney)

Source: New South Wales

Published Date: 15 Nov 2022

 
This session covered the following key estate planning issues relating to a superannuation death benefit:
  • Death benefit nominations and the impact of high court decision in Hill v Zuda
  • The implication of the notional estate - Benz v Amstrong case
  • Super death benefit and tax
  • Super proceeds trust/testamentary trust
  • Managing the transfer balance cap.

Local Tax Club (Sydney) - Superannuation and Estate Planning - Key Considerations

Author(s): Linda Bruce
Materials from this session:

Details

  • Published On:15 Nov 2022
  • Took place at:Cliftons, Margaret Street & Online

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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2022

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