Miscellaneous 2009

Estate planning & superannuation

Source: New South Wales

Published Date: 28 May 2009

 

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This paper looks at certain taxation and SIS compliance aspects of managing the treatment of benefits emerging from superannuation funds on the death of members and considers some options that could be presented to clients including:

  • requirement to pay death benefits
  • tax outcomes in the accumulation and pension phases
  • concepts of SIS and tax dependency
  • use and types of death benefit nominations
  • the role of term life cover
  • practical issues for the continuing control and operation of the trustee.

Individual Session

Estate planning & superannuation

Author(s): Hugh Taylor CTA
Materials from this session:

Details

  • Published By: Hugh Taylor CTA
  • Published On:28 May 2009
  • Took place at:Swissotel, Sydney

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