Your shopping cart is empty

Planning opportunities for death benefits workshop paper


This paper covers:

  • the limits on benefit succession imposed by the trust deed and superannuation law
  • cascading binding death benefit nominations
  • concurrent nominations
  • superannuation proceeds trust
  • customising the deed or moving to a small APRA fund
  • resources.

Author profile

Michael Perkins
Michael is a Partner at the boutique private client firm of Perkins Fahey located in Sydney, where he assists his clients create and manage multi-generation wealth management and succession strategies. Michael also works for entrepreneur-driven and family businesses committed to managing family wealth across generations. He remains a Lecturer in Estate Planning at the University of Technology, Sydney and Charles Sturt University and a lecturer for Estplan Pty Limited. Michael is a contributing author of Estate Planning: A Practical Guide for Estate and Financial Services Professionals (LexisNexis 4th edition March 2015) and a contributing author to the text Financial Planning in Australia 6th Edition (6th Edition LexisNexis November 2014). - Current at 24 September 2015
Click here to expand/collapse more articles by Michael Perkins.


This was presented at National Superannuation Conference 2015 .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Alternative offshore investment - Taxation issues and opportunities

Author(s):  Kristina Allan,  Matthew Lane

Materials from this session:

The new administrative penalty regime: the ATO’s new stick

Author(s):  Kasey MacFarlane

Materials from this session:

Tax risk governance - A director’s perspective

Author(s):  David Beves,  Evelyn Horton

Materials from this session:

Managing disputes within SMSFs

Author(s):  Heather GRAY

Materials from this session:

Licensing regime

Author(s):  Paul Derham

Materials from this session:

State Revenue Office compliance themes and “hot spots” for superannuation funds

Author(s):  Zoe CHUNG,  Simon Fitzpatrick

Materials from this session:

Recent ATO GST compliance activity for large superannuation funds

Author(s):  Matt Strauch,  Damian Neale

Materials from this session:

Further details about this event:


Copyright Statement
click to expand/collapse