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Super death benefits presentation

Published on 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • how do members control who will receive a benefit on their death?
  • how do members determine who is entitled to receive a benefit on their death?
  • what are the ways in which these death benefits can be paid and how does this benefit different categories of beneficiaries?
  • how do we tie superannuation, estate and succession planning together for the benefit of the client?

Author profile:

Mark WILKINSON
Mark Wilkinson FTIA joined PKF in 1989 and in 1991 became designated specialist in superannuation consulting to all firm clients – advising on retirement benefit strategies, designing superannuation audit programs and attending to compliance issues in relation to the firms’ superannuation client base
Current at 28 May 2008
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This was presented at Estate and Succession Planning .

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Super death benefits

Author(s):  Mark WILKINSON

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