Estate planning Succession

Superannuation and estate planning

Source: New South Wales

Published Date: 23 May 2019

 

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This paper covers:

  • estate planning - introduction
  • obligation to pay death benefit
  • who can receive a superannuation death benefit?
  • in what form will the death benefit be paid?
  • who decides who will receive a superannuation death benefit?
  • binding nominations
  • taxation issues of death benefit payments
  • death benefits and the transfer balance cap
  • future liability deduction
  • SMSF trustee structure on death
  • court case selections.

Individual Session

Superannuation and estate planning

Author(s): Graeme Colley

Details

  • Published By: Graeme Colley
  • Published On:23 May 2019
  • Took place at:Sofitel Sydney Wentworth, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Estate planning Succession 2019

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