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REPLAY: Death & Taxes - Superannuation Death Benefit Payments

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In Part 2 of our estate planning series, "Death & Taxes" with Nathan Yii, we turn to superannuation death benefit payments.

  • Who can receive death benefit payments?
  • When must they be paid?
  • How can they be paid?
  • Some tips about Binding Death Benefit Nominations (BDBNs) -- do the SIS Act regulations such as 3 years lapsing apply to all superfunds? (Hill v Zuda)
  • Do trustees have absolute and unfettered discretion? (Katz v Grossman, Wareham v Marsella)

Date recorded: 15 September 2022

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