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Superannuation and estate planning paper
Published on 23 May 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- estate planning - introduction
- obligation to pay death benefit
- who can receive a superannuation death benefit?
- in what form will the death benefit be paid?
- who decides who will receive a superannuation death benefit?
- binding nominations
- taxation issues of death benefit payments
- death benefits and the transfer balance cap
- future liability deduction
- SMSF trustee structure on death
- court case selections.
Author profile
Graeme Colley

This was presented at NSW 12th Annual Tax Forum .
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