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11 May 2024

In the absence of a death beneficiary nomination, what tax is payable on payments from a super fund in accumulation mode to the estate of the deceased?

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138 views
1 replies

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Most helpful reply

Bruce4Tax(Taxicorn)Taxicorn
12 May 2024

It will only go to the estate if there is no beneficiary entitled to claim on fund.


If paid to estate, then tax = [taxed element] x 15%


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Most helpful reply

Bruce4Tax(Taxicorn)Taxicorn
12 May 2024

It will only go to the estate if there is no beneficiary entitled to claim on fund.


If paid to estate, then tax = [taxed element] x 15%


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Tax on super payment to an estate | ATO Community