Tax & Estate Planning For The Death Of SMSF Members
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About This
Training
The SIS Act has been around for more than 25 years now and SMSFs are just growing and growing. Now we are seeing a lot of older Australians with SMSFs and lots of media around death benefit disasters.
Sharpen your knowledge on all things pertaining to death benefits to better serve your clients.
Breakdown of
Training Modules
The SIS Act has been around for more than 25 years now and SMSFs are just growing and growing. Now we are seeing a lot of older Australians with SMSFs and lots of media around death benefit disasters. Usually they centre around benefits going to the wrong person but there is way more than that. For example, a benefit of one million dollars can see a tax bill of $170,000.
LESSON 1
The Legal Side Of Death Benefits
LESSON 2
Insurance In Super
LESSON 3
Tax Consequences Of Death Benefits
LESSON 4
Tax Planning For Death Benefits
LESSON 5
Court Case & Case Studies
LESSON 6
Technical Q&A’s
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