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What happens to a members balance in a superannuation fund when the member dies? paper

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Published on 26 Jun 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers the recent case of Wooster v Morris.

Author profile

Michael Norbury CTA
Michael has over 25 years experience in the areas of commercial law, revenue law (income tax, state taxes, GST, international tax), and estate planning. As an accomplished practitioner in the commercial area, Michael advises clients on an array of matters relating to taxation and revenue and general commercial issues in industries, including retail, energy, manufacturing and telecommunications. Michael is a member of The Tax Institute's Victorian State Taxes Subcommittee. After more than 10 years at Madgwicks, Michael is a Partner at Norbury Lawyers. - Current at 04 September 2019
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This was presented at Death & Taxes – Critical Issues in Estate Planning: Part 1 .

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What happens to a members balance in a superannuation fund when the member dies?

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