SMSF module – SMSF Controls – planning for life

1 Jan 2020 — 1 Jan 2030

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January 1, 2020 @ 7:00 pm - January 1, 2030 @ 7:00 pm ACDT

$275

This module outlines the requirements of the trustee in the event of the death of a member, the benefit payment options available and highlights the different definition of a ‘dependant’ for the purposes of the super and tax laws.

This module also investigates the ways in which a member can direct their SMSF trustee to pay their benefit when they pass away along with whether taxation deductions are available to the fund once a death benefit has been paid.

This module concludes with a discussion and comprehensive guide to winding up an SMSF.

Learning outcomes

On completing this module, participants should be able to:

  • identify the different types of superannuation death benefit nominations that can be made
  • differentiate between a Superannuation Industry (Supervision) Act 1993 (Cth) dependant and a tax dependant
  • identify the different tax deductions that may be available to a superannuation fund following the death of a member
  • explain how to wind-up an SMSF and associated advice considerations.
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SMSF module - SMSF Controls - planning for life - Education Modules Fee
  • $ 220.00 – Member
  • $ 275.00 – Non-Member
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Details

1 January 2020 — 1 January 2030

$275.00
(Price for Non-Members)

$220.00
(Price for Members)

5 CPD Hours

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