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Superannuation and estate planning - Topical issues paper

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 01 August 2010 Click here to expand/collapse more articles by Matthew ALLAN.
 
Paul DUTTON

This was presented at Superannuation Intensive.

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