In this episode of SMSFs with CGW, partners Scott Hay-Bartlem and Clinton Jackson explain the tax differences between superannuation member benefits paid before death and death benefits paid after. They cover timing, beneficiary rules, and key estate planning tips to help minimise tax and manage superannuation death benefits effectively.
Listen now on Spotify or Apple Podcasts.
This publication is for information only and is not legal advice. You should obtain advice that is specific to your circumstances and not rely on this publication as legal advice. If there are any issues you would like us to advise you on arising from this publication, please let us know.
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