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Superannuation & estate planning. DVD. 23 May 2014
Author:
Balalovski, Chris ;
Year:
2014
Format:
Multimedia
Call No:
C DVD KM 337.33 B 1
Publisher:
Sydney: The Tax Institute
Subject:
Superannuation
;
Estate Planning
;
Taxation Of Superannuation
;
Testamentary Trusts
;
Death Benefit
;
Power of Attorney
;
Keywords:
The tax consequence of the payment of superannuation death benefits -- The use of testamentary trusts, especially 'superannuation proceeds trusts' -- Death benefit nominations -- The relevance of reversionary pensions -- The importance and use of powers of attorney -- How to have estate planning conversations with clients.
ISBN/ISSN:
[?]
Notes:
Total running time 1 hr
Filmed at the NSW 7th Annual Tax Forum, Sydney on 23 May 2014.
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2014
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C DVD KM 337.33 B 1
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