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Superannuation - My money’s in super, where will it go next? paper

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Published on 19 Nov 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • death benefits – who benefits?
  • what to do with a superannuation death benefit?
  • death benefits getting paid into the estate
  • protecting superannuation benefits in an estate planning environment: FPA claims Pope v Christie 1998 NSWCS 118
  • utilising a superannuation debt instalment trust for estate planning (and in particular, as part of intergenerational business succession).

Author profile

Chris Tsovolos FTI
Chris Tsovolos, FTI is focused on delivering private client services to families, individuals and privately held businesses across a range of personal and commercial tax issues. His clients rely on his strategic approach to personal and business succession planning, wealth protection and asset structuring. He also has significant experience in assisting clients with asset protective structuring and taxation planning and structuring. In respect of taxtion law, Chris also assists clients in dealing with ATO audits and reviews, including lodging objections and appeals against ATO assessments and NSW State Revenue Office determinations. Chris has lectured for Western Sydney University and regularly presents for the Chartered Accountants Australia and New Zealand, Tax Institute of Australia, Australian Society of Certified Practising Accountants and other associations in respect of topics that are part of the core areas of his practice. - Current at 02 November 2023
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This was presented at SME Tax Symposium .

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