Weekly SMSF Video Series for Accountants and Financial Advisers

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Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.

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Advisers Digest #66

In this video:

[What To Do With The SMSF Assets Of A Terminally Ill Client] 

What to do with the assets in an SMSF for a client who is quite old and has unfortunately been diagnosed with cancer. It includes property that they can’t sell. Peter goes through what we need to do in this situation and goes through some modelling to discuss my answer.

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2nd video: [Adult Child In An Interdependent Financial Relationship With Mum. Are The Death Benefits Tax Free?] 

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