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Superannuated beneficiaries paper

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 paper discusses 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

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government. Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ. He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the ATAX Masters course at UNSW and the Master of Commerce (Financial Planning) course at UWS. - Current at 26 June 2019
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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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