Miscellaneous 2010

Superannuation and estate planning - Topical issues

Source: South Australia

Published Date: 30 Jul 2010


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This paper covers:
  • what is a superannuation death benefit?
  • payment of superannuation death benefits
  • who can receive superannuation death benefits?
  • who is a death benefits dependant?
  • in what form must a death benefit be paid?
  • who or what determines to whom a death benefit will be paid?
  • disputing the payment of death benefits
  • control of a SMSF
  • intergenerational SMSFs
  • taxation of superannuation death benefits
  • practical strategies to minimise tax.

Individual Session

Superannuation and estate planning - Topical issues

Author(s): Matthew Allan ATI , Paul Dutton


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Miscellaneous 2010

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