- August 6, 2018
- White Label Documents
- Death benefits, Income streams, Setup and management
SMSFs are long-term plans for many individuals and much can happen during this time during illness, incapacity or death of a member.
Are your SMSF clients and their funds prepared for these unexpected events? Utilise our latest white label document to assist in communicating the importance of planning ahead of these events.
At the time of publishing, the contents of this resource were accurate and correct.
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