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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 01 August 2010
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Paul DUTTON

 

This was presented at Superannuation Intensive .

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