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  Estate planning Succession 2020

Payment and taxation of death benefits

Source: QLD

Published Date: 11 Jun 2020

 

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This paper covers:

  • taxes and hidden taxes on paying death benefits " who should benefits be paid to?
  • death benefit payment decisions and how to manage the transfer balance cap on the death of one spouse
  • the appropriate use of superannuation proceeds trusts post-death to minimise death benefits tax " when should they be used?
  • in specie transfers of assets post-death
  • withdrawals by members and attorneys pre-death to minimise death benefits tax cash and other non-cash assets.
Author(s)

Individual Session

Payment and taxation of death benefits

Author(s): Megan Tan , Nathan Yii
Materials from this session:

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