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Superannuation death benefits: Issues and strategy post 1 July 2017 paper

Published on 14 Sep 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • superannuation death benefits
  • strategies
  • child pensions and the transfer balance cap.

Author profile

Craig Day
Craig Day is the Head of Technical Services for Colonial First State and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 06 January 2021
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