Super benefit to Charities

Discussion in 'Superannuation, SMSF & Personal Insurance' started by scys, 5th Jun, 2008.

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  1. scys

    scys Member

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    1st Jul, 2015
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    A perosn is about to retire and has decided to gift some of his substantial superannuation monies to a charity of his choice. What is the treatment of charitable donations from a capital gains perspective?

    Many thanks,
    S
     
  2. MattR

    MattR Well-Known Member

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    Sydney
    I don't think you could make the donation directly from the super fund as that would probably breach the sole purpose test. But never actually seen this one.

    Therefore take a pension or lump sum and then make a donation from that. Ordinary deductible rules would apply.