shopping_cart

Your shopping cart is empty

  • Home
  • Superannuation death benefits – Recent cases and thinking paper

Superannuation death benefits – Recent cases and thinking paper

Member Price: $57.00
Non Member Price: $75.00

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 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 in his 32nd year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 27 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 October 2019
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at 2019 National Superannuation Conference .

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

Individual sessions

The ultimate guide to understanding ECPI and segregation

Author(s):  Melanie Dunn

Materials from this session:

Legislative and reform update - SMSFs

Author(s):  Peter BURGESS

Materials from this session:

Tips, traps and strategies for pension commencement

Author(s):  Jemma SANDERSON

Materials from this session:

Superannuation death benefits – Recent cases and thinking

Author(s):  Peter BOBBIN

Materials from this session:

Economic outlook: Implications for superannuation industry

Author(s):  Craig James

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse