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SMSF estate planning paper

Published on 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • SIS death benefit payment rules
  • fund death benefit payment rules
  • death benefit planning.

Author profile

Craig Day
Photo of author, Craig DAY Craig is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 19 years’ experience in the financial services industry. In his role Craig is responsible for providing specialist technical support to the Commonwealth Bank of Australia’s investment, superannuation and advice businesses and to act as a media spokesman for Colonial First State on superannuation and retirement planning issues. Craig regularly presents at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education. Craig holds a Bachelor of Science, is studying for his Masters of Taxation and is an SMSF Association Specialist Adviser. - Current at 08 December 2017
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