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Business Law, Superannuation, Taxation Philippa Briglia Business Law, Superannuation, Taxation Philippa Briglia

Super and death case studies part 3 – tax issues where BDBN directs death benefit payment of large property in-specie

This article is the third in a three-part series setting out practical solutions to common issues in super, tax and estate planning, with a particular focus on the tax impact of payments to beneficiaries.

Part 3 of our series looks at the tax issues which should be considered when paying death benefits in specie, including capital gains tax and the super ‘death tax’.

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