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Passing control of relevant entities on death or legal disability - A holistic approach presentation

Published on 12 Nov 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • SMSF trust deed
  • binding/non-binding death benefit nominations
  • pensions
  • will.

Author profile

Jocelyne Boujos
Jocelyne is the Principal of Boujos Legal and Immediate Past President of the Law Society of Western Australia. She has practised in commercial and taxation law for over 30 years. She advises clients, including indigenous charitable trusts, in relation to taxation and trust matters including superannuation issues and estate planning. Jocelyne commenced practice in the Australian Taxation Office as Principal Prosecution Officer and Senior Advising Officer, and has lectured at the University of Western Australia in the Master of Taxation and Master of Business Administration degrees. She is a member of the Taxation Committees of the Law Council of Australia and the Law Society of Western Australia, a trustee of the Graduate Women Education Trust and has been a Certified Tax Practitioner – Taxation Institute of Australia. - Current at 28 January 2022
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This was presented at Estate Planning Day .

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Individual sessions

“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

Materials from this session:




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