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Superannuation & death – All you need to know & didn’t know that you need to know in WA presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 22 Mar 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • who has the right to the super?
  • the member is vested in interest
  • super (death) rights are also found elsewhere
  • what situs and law of a super fund …
  • competing spouses
  • trustee decision, take what into account?
  • SMSF’s only have access to the Supreme Court.

 

 

 

 

 

 

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 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 09 July 2025
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at 2019 WA Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

SMSFs and property

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Pensions workshop - Case study & solutions

Author(s):  Jemma SANDERSON

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ATO update - SMSF regulation emerging issues

Author(s):  John Ford

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Super death – Almost all you need to know

Author(s):  Peter BOBBIN

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Contributions strategies through the life of a member – Case study and suggested solutions

Author(s):  Greg BENTLEY,  Poonam Di Iorio

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Contributions strategies through the life of a member – Case study and suggested solutions

Author(s):  Greg BENTLEY,  Poonam Di Iorio

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Further details about this event:

 

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