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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.

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Notes Online Home 2014 Super Schools Day 2 Cutting edge estate planning strategies

In this chapter of the notes we discuss the latest in cutting edge estate planning strategies. In particular, the following:

  • An ‘A to Z’ guide to designing a tax-effective plan
  • Tips and traps associated with pension planning on the death of a member
  • State-of-the-art planning strategies for death benefits
  • New rules pave the way for massive advantages with life insurance in an SMSF

Chapters and Articles in 2014 Super Schools Day 2