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Death Benefit Pensions

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Meg on SMSFs: When the first member of a couple dies

The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.

Optimal ways to use the Transfer Balance Cap after a death

This is a complex but important example of how a couple with large super balances can achieve the best result when one of them dies. Even if you have used your Transfer Balance Cap, there are options available.

Common confusions with death benefit pensions

Awareness of common misunderstandings in relation to the payment of death benefit pensions can assist in estate planning matters. Given the large amounts involved, seeking professional advice helps.

SMSFs must fix death benefit pensions now

The ATO has announced a relaxed approach to the treatment of death benefit income streams by a spouse provided action is taken before 1 July 2017.

How super changes impact insurance and estate planning

Super fund members should review their estate plans and insurance arrangements in light of the new transfer balance cap rules.

Keeping track of 'superannuation interest' is critical

A unique feature of SMSFs is the concept of 'superannuation interests' which must be monitored to keep track of the taxable components in a super fund. Good records can avoid problems later.

Reversionary versus non-reversionary income streams

Whether a reversionary or non-reversionary pension is better is not straightforward and depends on the circumstances of the case, but it's an important part of estate planning.

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