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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 CTA
Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. - Current at 01 February 2018
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This was presented at Superannuation Intensive .

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