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Dying for super paper

Published on 15 Oct 10 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • who is eligible to receive a death benefit?
  • the operation of binding death benefit nominations and wills
  • what special issues arise where there are reversionary beneficiaries?
  • how is trusteeship for SMSFs affected when a member dies?

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne is a Barrister specialising in financial services, superannuation, trusts and equity, taxation and general corporate and commercial matters work. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. She acts for trustees of large industry and retail funds as well as public sector funds and also regularly acts in relation to smaller individual claims and matters affecting SMSFs. - Current at 16 September 2021
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This was presented at 2010 Tasmanian State Convention .

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