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  • Superannuation death benefits – Recent cases and thinking paper

Superannuation death benefits – Recent cases and thinking paper

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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 29 Aug 19 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • introduction - superannuation’s deathly struggle
  • trust law rules, ok?
  • dependent; who me?
  • the spouse “blow-in” problem
  • what or who is a child?
  • binding super death benefits or not?
  • super is exposed to estate claims.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is a superannuation, taxation and estate planning solutions specialist. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 33 years ago under Peter’s guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 16 September 2021
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at 2019 National Superannuation Conference .

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