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Superannuated beneficiaries presentation

Published on 12 Apr 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

In planning for death, either expected or unexpected,  the aim is to ensure that the person's assets are able to be distributed in accordance with their wishes or intentions. This presentation emphasises the role of superannuation and the importance of ensuring that the amount of the benefits payable from the fund is sufficient to sustain the survivors for the period they would have remained as dependants.  Topics covered include:

  • Tax effective superannuation before death
  • Death Benefits from superannuation
  • Benefit splitting and estate planning opportunities
  • Marriage/de-facto break ups
  • Bankruptcy, super and death
  • Family Provisions Act claims
  • Issues with self-managed superannuation funds and death of a member

Author profile:

Author Photo - Graeme Colley
Graeme Colley
Graeme is the Director of Technical and Professional Standards at the SMSF Association where he is responsible for the technical, advocacy and compliance. He supports members in providing high-quality advice on all aspects of self-managed superannuation funds. Graeme has over 30 years experience in the superannuation industry and had been involved in many of the changes to the government’s superannuation policy during that time. He was previously the National Technical Manager for OnePath Australia which involved providing technical advice on superannuation, social security and aged care to its adviser network. Prior to that, he was responsible for the coordination of superannuation litigation within the ATO. Current at 05 January 2016 Click here to expand/collapse more articles by Graeme COLLEY.
 

This was presented at Planning the estate plan.

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Individual sessions

Planning for death

Author(s):  Richard NEAL

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