Episode 42 - Member Benefit vs Death Benefit

In this week's edition of the feeling smarter video series, Aaron Dunn and Tim Miller take a look at the ATO's views on the timing of paying a benefit from a superannuation fund, in particular focusing on the pending death of a member, and the implications from a tax perspective.
Aaron and Tim discuss the impact of the 'letter in the draw' and the timing of the benefits being paid and how the ATO distinguishes the process for an APRA trustee vs. SMSF trustee.