Dying to get into self-managed super
Article Abstract:
The self-managed superannuation fund (SMSF), is recommended to many clients by practitioners during estate planning. The lawyer who draws the bill should be aware of the death benefits from the SMSF.
Publication Name: CA Charter
Subject: Business
ISSN: 1446-4543
Year: 2003
User Contributions:
Comment about this article or add new information about this topic:
Estate planning for subsequent marriages
Article Abstract:
Estate planning for couples can become more complicated when the one or both spouses have been previously married. The complications and methods of dealing with these complications are considered.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2003
User Contributions:
Comment about this article or add new information about this topic:
Recent developments in tax planning with life insurance - a year-end update at the end of a tumultuous year
Article Abstract:
The use of life insurance in estate planning is reviewed. An IRS ruling affecting the use of hedge funds limited partnerships as assests of life insurance sub-accounts is examined.
Publication Name: Taxes: The Tax Magazine
Subject: Business
ISSN: 0040-0181
Year: 2003
User Contributions:
Comment about this article or add new information about this topic:
- Abstracts: Financial and estate planning organizations. Investment planning. Financial planning
- Abstracts: Get your ACT together. Tax planning for a Labour budget. ACT 2, strategies and traps
- Abstracts: Determining the source of income in a changing world. Beneficial uses of foreign entities and structures in tax planning for the U.S. multinational company
- Abstracts: The sensitivity of bank stock returns to market, interest and exchange rate risks. Productive efficiency performance of minority and nonminority-owned banks: a nonparametric approach
- Abstracts: IBM, Microsoft war dominates windows show. Early returns strong for 2 Microsoft campaigns. Marketing crossfire greets Microsoft's unveiling of NT