- Presentations, Technical Resource
- Death benefits
National Conference 2023
Death and taxes are an inevitability in SMSFs, and with an ageing population it is something that is becoming more common to deal with, often on short notice. There are some important trips and traps as we navigate the myriad of options and strategies – it doesn’t take much of a wording slip or procedural error to change the tax outcome. Learn how to practically manage the death benefit planning and payment process in some common scenarios so that we are not talking about your clients as examples at the next conference
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association