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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

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Q&A’s

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