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Superannuation and estate planning - Topical issues paper

Superannuation and estate planning - Topical issues paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 30 Jul 10 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

what is a superannuation death benefit?
payment of superannuation death benefits
who can receive superannuation death benefits?
who is a death benefits dependant?
in what form must a death benefit be paid?
who or what determines to whom a death benefit will be paid?
disputing the payment of death benefits
control of a SMSF
intergenerational SMSFs
taxation of superannuation death benefits
practical strategies to minimise tax.

Author profiles

Matthew Allan ATI

Matthew is a Senior Associate in Kelly & Co's Corporate and Commercial division and, in addition to undertaking general commercial work, practices in the areas of Superannuation and Taxation. - Current at 30 August 2017

More by Matthew ALLAN

“And/or Nominee” Contracts – Avoiding Double Duty - 01-August-2010
Q&A: Payroll tax – harmonisation (Part 2) - 01-April-2010
Q&A: Payroll tax – harmonisation and grouping (Part 1) - 01-February-2010
Q&A: Taxation of income of minors - 01-November-2009
Q&A: Ordinary time earnings - 01-September-2009
Tax invoices – back to basics - 01-July-2009
Q&A: Employee or independent contractor? - 01-March-2009
Questions & Answers: Buy Sell Agreements - 01-February-2009
Q&A: Capital gains tax consequences of inheriting a dwelling - 01-December-2008
Q&A: Employment termination payments - 01-November-2008
Q&A: CGT main residence - 01-October-2008
Q&A: Abolition of specific State taxes – Current status - 01-September-2008
Trust loss measures – Family trust elections - 01-July-2008
Questions & Answers: Division 7A Amnesty: “time is running out” - 01-June-2008

Click here to expand/collapse more articles by Matthew ALLAN.

Matthew Allan ATI

This was presented at Superannuation Intensive .

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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