Death and taxes: An avoidable cliché

National Conference 2021

If they say there’s nothing surer in life than death and taxes, then there’s nothing worse than both of them together.

This session will look at various strategies to combat paying more tax when a member passes away including contribution, insurance and CGT strategies.

At the end of the session, you will be able to:

  • Appreciate the use of insurance to offset future tax liabilities;
  • Reconnect with the recontribution strategy, and;
  • Identify how and when the sale of investments can benefit beneficiaries.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association