- Presentations, Technical Resource
- Investment standards, Setup and management, Wind Ups
Technical Summit 2024
By watching this workshop session you will:
- Gain a comprehensive understanding of the nuances of funding TPD insurance and satisfying the permanent incapacity condition of release.
- Navigate the taxation of disability lump sums and income streams while identifying strategies to reduce tax and maximise benefits for clients.
- Learn how to utilise superannuation contributions from personal injury payments effectively and evaluate the Centrelink support available for permanently disabled clients and their carers.”
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