- Presentations, Technical Resource
- Death benefits
Technical Summit 2024
By watching this workshop session you will:
- Understand the interaction between tax laws and superannuation requirements when an SMSF member dies and build an awareness of trustee responsibilities when managing death benefits.
- Develop strategies to ensure superannuation death benefits reach the intended beneficiaries and evaluate the timing and taxation implications to maximise the transfer of wealth accumulated in super, on death.
- Identify and address critical considerations that can significantly impact the SMSF and its beneficiaries, preventing complications for trustees and practitioners.
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