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A deeper analysis of superannuation death benefits paper

Published on 20 Jul 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • removing the trustee’s discretion
  • binding death benefit nominations
  • challenging the validity of binding death benefit nominations
  • dealing with superannuation death benefits in a will.

Author profile

Scott Hay-Bartlem CTA
Scott is a Partner with Brisbane law firm Cooper Grace Ward Lawyers. Scott and his team specialise in assisting accountants, financial planners, lawyers and other advisers with issues that affect their clients. These include tax and superannuation advice, estate planning, business succession and asset protection, restructuring, business sales and purchases, company, trust and superannuation fund establishment and commercial documentation. - Current at 26 September 2017
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This was presented at Death...and Taxes .

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