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Death in the new world, post-superannuation reform paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes 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.

Published on 19 Jul 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the 2016 Budget changes
  • contributions
  • who can receive a superannuation death benefit?
  • taxation of death benefits
  • intersection with wills and insurance.

Author profiles

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
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Christopher Wyeth CTA
Chris is an adviser at Tynans with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth. - Current at 12 July 2018
Click here to expand/collapse more articles by Chris WYETH.

 

This was presented at 2018 Death … and Taxes Symposium .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Incapacity issues: Powers of attorney, wills, super and binding nominations

Author(s):  Caite Brewer

Materials from this session:

Death in the new world, post-superannuation reform

Author(s):  Neal DALLAS,  Chris WYETH

Materials from this session:

Focusing on loans

Author(s):  Thomas TULLEY

Materials from this session:

Issues with life estates

Author(s):  Michael FLYNN

Materials from this session:

Workshop: Dealing with the business of estate administration

Author(s):  Peter J MCKNOULTY

Materials from this session:

Practical legal ethics for the adviser

Author(s):  David W MARKS

Materials from this session:

Helping my client make the best decisions with home, retirement and residential care

Author(s):  Greg Roberts

Materials from this session:

Tax liabilities – Who is responsible

Author(s):  Lyn Freshwater

Materials from this session:

International issues in situations where assets are located overseas, beneficiaries are residing overseas, or even your client dies overseas

Author(s):  Denise HONEY

Materials from this session:

Further details about this event:

 

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