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Superannuated beneficiaries presentation

Member Price: Free
Non Member Price: $15.00

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Published on 12 Apr 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

In planning for death, either expected or unexpected,  the aim is to ensure that the person's assets are able to be distributed in accordance with their wishes or intentions. This presentation emphasises the role of superannuation and the importance of ensuring that the amount of the benefits payable from the fund is sufficient to sustain the survivors for the period they would have remained as dependants.  Topics covered include:

  • Tax effective superannuation before death
  • Death Benefits from superannuation
  • Benefit splitting and estate planning opportunities
  • Marriage/de-facto break ups
  • Bankruptcy, super and death
  • Family Provisions Act claims
  • Issues with self-managed superannuation funds and death of a member

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector. He is currently an ambassador for the Auditors Institute and Executive Education Facilitator with the AGSM at the University of NSW. He brings over 30 years of taxation and superannuation experience gained from a wide range of senior positions in the public and private sectors. Graeme contributes to many industry publications and is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. In addition to his work with the UNSW, his academic teaching experience extends to the Master of Commerce (Financial Planning) at the University of Western Sydney. Graeme is a qualified SMSF Specialist Advisor (SSA) and a Member of the Chartered Accountants Australia & New Zealand (CAANZ). Graeme's current roles: -Consultant & Ambassador for the Auditors Institute -Executive Education Facilitator with the AGSM at University of NSW - Current at 28 January 2026
Click here to expand/collapse more articles by Graeme COLLEY.

 

This was presented at Planning the estate plan .

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Individual sessions

Planning for death

Author(s):  Richard NEAL

Materials from this session:

Superannuated beneficiaries

Author(s):  Graeme COLLEY

Materials from this session:

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