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Death and SMSFs paper

Published on 24 Oct 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • incorporating estate planning and the superannuation fund
  • the payment of superannuation death benefits up to 1 July 2007
  • what changes occur to the payment of death benefits post 30 June 2007
  • is a superannuation fund an appropriate place to hold life insurance?
  • do you know for certain how and to whom death benefits will be paid in the event of a fund member's death?

Author profile:

Mark WILKINSON
Mark Wilkinson FTIA joined PKF in 1989 and in 1991 became designated specialist in superannuation consulting to all firm clients – advising on retirement benefit strategies, designing superannuation audit programs and attending to compliance issues in relation to the firms’ superannuation client base
Current at 28 May 2008 Current at 26 June 2008 Click here to expand/collapse more articles by Mark WILKINSON.
 

 

This was presented at Superannuation Intensive .

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