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Death benefits and practical scenarios 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 25 Aug 16 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • eligible recipients of superannuation death benefits
  • taxation of superannuation death benefits
  • superannuation proceeds trust
  • taxation and duty within the superannuation fund
  • death benefit nominations
  • succession planning.

Author profile

Chris Balalovski CTA
Chris has a career spanning more than 33 years and provides complex commercial as well as legal advice to a broad spectrum of high net wealth individuals and their associated entities. As a taxation and superannuation law specialist, Chris provides high-level accounting and taxation compliance services as well as strategic legal and commercial advice on matters including acquisition, holding and disposal of various assets, derivation of income and incurring of expenses. Chris is the Chairman of the Self-Managed Independent Superannuation Funds Association, which represents the interests of self-managed superannuation funds to Government and authorities. - Current at 25 June 2019
Click here to expand/collapse more articles by Chris Balalovski.

 

This was presented at 2016 National Superannuation Conference .

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