Legal Tip 438: Should Super Death Benefits Pass to the Estate as a Default? When a super member dies their superannuation death benefits (what...
Superannuation proceeds trusts are trusts that segregate super received into an estate upon death. The main reason for this is to avoid death...
Step-children are classed as ‘children’ for the definition of ‘dependant’ under Superannuation law. See the definition of ‘dependant’ and ‘child’...
A person’s will cannot direct what the trustee of a superfund does with a persons superannuation benefits upon their death. But there is a chance...
A single person may have no spouse and they may have only adult children who are no dependant. If this person were to die their super would come...
Tax law and Superannuation law differ slightly in that an ex-spouse is not a SIS Act dependant but is a Tax Act dependant. This means that you...
When a person dies their super benefits must be paid out and this payment can only go to Dependants as defined under the SIS Act (spouse, children...
When someone dies their superannuation benefits (death benefits) have to come out of super and can only pass to their estate or their dependants....
After a person dies their superannuation will have pass to either the estate or to or more of their dependants. Whatever happens to it those...
Generally, you should have a will if you have any assets, or kids. Young adults generally do not have either. But don’t forget where they are...
Can anyone tell me what the differences are between these two trusts (established via will) where the beneficiaries in the will are limited to...
The executor of an estate has fiduciary duties to maximise the estate of the decreased. There can be conflicts of interest where someone is both...
The laws relating to the budget announcement on "downsizing" and contributing up to $300k per taxpayer to super are making way through Parliament....
3 Strategies to Save Tax on Super at Death Superannuation death benefits contain different components and 2 of these components can be taxed when...
Legal Tip 165: What is a Superannuation Proceeds Trust (SPT)? A SPT is a special trust set up within a will, often as a sub trust of a...
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