- Presentations
- Death benefits
Technical Summit 2024
By watching this Keynote session you will:
- Understand the common deficiencies in the death benefit process, conflict issues, trustee good faith duties, and SMSF documentation problems that can lead to disputes.
- Gain insights into the implications of leading court decisions related to SMSF death benefit disputes and understand how to apply this knowledge to enhance estate planning strategies.
- Implement effective death benefit planning strategies based on best practices for managing conflicts and ensuring the integrity of the death benefit planning process.
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