- Presentations, Technical Resource
- Death benefits
National Conference 2023
Litigation involving estate planning and superannuation is continuing to expand. Whether you are advising on estate planning and SMSFs, trustee obligations in paying a death benefit or beneficiaries that may have missed out, the litigation and case law serves to focus us as advisors on the issues we need to be covering with our clients. This session will examine the recent case law and provide the practical implications for SMSFs.
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