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A deeper analysis of superannuation death benefits paper

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Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced 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.

Published on 20 Jul 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • removing the trustee’s discretion
  • binding death benefit nominations
  • challenging the validity of binding death benefit nominations
  • dealing with superannuation death benefits in a will.

Author profile

Scott Hay-Bartlem CTA
Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association. He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures. He is a director of the SMSF Association and a SMSF Specialist Advisor™ with the SMSF Association, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners. Scott chairs the Cooper Grace Ward Diversity Committee and its ARCUS sub-group, and is the leader of the firm’s Private Client Commercial group. Scott been selected by his peers for inclusion in the 13th Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates Wealth Management / Succession Planning Practice and Commercial Law. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’. Scott has been listed in Doyle’s Guide for Queensland Estate Planning lawyers as a pre-eminent practitioner, and was a finalist in the Australasian Law Awards for ‘Commercial Partner of the Year’ for 2020. He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology. Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning. - Current at 06 January 2021
Click here to expand/collapse more articles by Scott HAY-BARTLEM.

 

This was presented at Death...and Taxes .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Testamentary trusts

Author(s):  Ian BURGESS

Materials from this session:

Revisiting the income tax and capital gains tax consequences

Author(s):  Melanie Costin

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A deeper analysis of superannuation death benefits

Author(s):  Scott HAY-BARTLEM

Materials from this session:

Incapacity

Author(s):  Brian Herd

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Dealing with the impact on the business

Author(s):  Paul HOCKRIDGE

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The process of administration: The taxing process from when you are notified that your client has passed away

Author(s):  Linda FARMER

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You're the executor - The roles and responsibilities

Author(s):  Jarrad Mobbs

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If you had your time again - Lessons from the grave

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Managing family and beneficiary disputes

Author(s):  Scott WHITLA

Materials from this session:

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