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Superannuation - My money’s in super, where will it go next? paper

Published on 19 Nov 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • death benefits – who benefits?
  • what to do with a superannuation death benefit?
  • death benefits getting paid into the estate
  • protecting superannuation benefits in an estate planning environment: FPA claims Pope v Christie 1998 NSWCS 118
  • utilising a superannuation debt instalment trust for estate planning (and in particular, as part of intergenerational business succession).

Author profile

Chris Tsovolos FTI
Chris Tsovolos FTI, is an Executive Lawyer in the Private Client Services team of Bartier Perry. Chris has experience in providing specialist services to high net wealth individuals and privately held businesses in his core areas of practice, being taxation issues and appeals, superannuation structuring, estate and business succession planning and asset protection. Chris is a Fellow of The Tax Institute and an Accredited Advisor with Family Business Australia. - Current at 21 October 2015
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This was presented at SME Tax Symposium .

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