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  Estate planning Succession Superannuation

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.

Author(s)

Individual Session

Superannuation and estate planning

Author(s): Graeme Colley
Materials from this session:

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Details

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

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Estate planning Succession Superannuation 2019

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