About the Author

Yvonne Chu
Yvonne Chu
Senior Technical Manager, Colonial First State Investments Limited (at time of writing)

Articles by Yvonne Chu

Showing 1 to 3 of 3 articles:
Yvonne Chu
YVONNE CHU  |  FRIDAY, 26 OCT 2018
A lump sum superannuation death benefit paid to someone who is not a death benefits dependant for tax purposes can be subject to significant tax (refer to Table 1 for details). In contrast, lump sum death benefits paid to someone who does qualify as ... Read more
Yvonne Chu
YVONNE CHU  |  FRIDAY, 17 NOV 2017
With the introduction of the super reforms on 1 July 2017, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination, or a binding / non-lapsing death benefit nomination for account-based ... Read more
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