Resources on demand

Estate planning masterclass session 1- Taxing superannuation death benefits: how much and who is responsible

Everyone knows the old saying about death and taxes, but what tax is actually payable on death?

In this presentation, Hayley and Sarah will look at:

  • member benefits vs death benefits
  • superannuation dependants vs tax dependants
  • estate vs trustee vs beneficiary liability to pay tax
  • when the trustee of a superannuation fund needs to consider the tax consequences when deciding how to pay death benefits.

[Running time: 1 hour]

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$165.00