Much has been written and said about the ATO’s view on whether a deathbed withdrawal from superannuation is a ‘member benefit’ or a ‘death benefit’.
But, in this area, there are some more fundamental questions.
Is it even possible for a deathbed withdrawal from superannuation to occur? Even if the obstacles can be overcome, should it happen? And will there be unexpected consequences, like in the recent case of Neal v Brown [2024] NSWSC 841.
In this webinar, we will explore:
- the difference between member benefits and death benefits, and why it matters
- barriers to making an effective deathbed withdrawal from superannuation
- why deathbed withdrawals may be a bad idea, and things to think about before actioning.
We hope you can join us!