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Role of superannuation in estate planning paper

Published on 09 Oct 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • tax on superannuation death benefits
  • strategies to reduce tax paid by non-dependants
  • the impact of TR 2011/D3
  • binding Death Benefit Nominations and reversionary pensions
  • the impact of death on trusteeship of an SMSF.

Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
Click here to expand/collapse more articles by Neal DALLAS.

 

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