Superannuation 2022

Divorce, death and super - how to exit an SMSF

Source: Victoria

Published Date: 21 Jul 2022

 

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Exiting an SMSF can have its challengers, particularly as a result of a divorce or death. In this paper, Phil and Philippa address these issues including:

  • Options and procedural requirements for exiting a member on divorce
  • Liquidity issues and in specie transfers from SMSFs in the context of death and divorce
  • Key steps on death of a member, including super law requirements and practical considerations and;
  • Tax considerations in relation to payment of death benefits
Author Profile
Philip Broderick CTA

Author Profile
Philippa Briglia

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Divorce, death and super - how to exit an SMSF

Author(s): Philip Broderick CTA , Philippa Briglia

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