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Superannuation death benefits – Recent cases and thinking paper

Published on 29 Aug 19 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • introduction - superannuation’s deathly struggle
  • trust law rules, ok?
  • dependent; who me?
  • the spouse “blow-in” problem
  • what or who is a child?
  • binding super death benefits or not?
  • super is exposed to estate claims.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 37 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other. - Current at 28 June 2022
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This was presented at 2019 National Superannuation Conference .

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Individual sessions




Economic outlook: Implications for superannuation industry

Author(s):  Craig James

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