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suz2(Champion)Champion
22 Apr 2024

I will receive a payment for a super death benefit and want to know which year I must include it in my tax return. Is it the year of receipt in the trust for the estate or when it is paid out to me.

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11 replies
658 views
11 replies

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Bruce4Tax(Taxicorn)Taxicorn
22 Apr 2024

If the super fund pays to the deceased estate the the estate will pay the tax - not you.


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what counts as the date for receipt of a super death benefit for tax purposes | ATO Community