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Part 1 of 3 Part Series :Planning for Death in a SMSF- Issues to consider (63:04 mins)

FPA CPD 1.0 hours – SMSF – Approval no. 007660 expiring on 04.11.2016

    • What are death benefits and what are its taxable implications?
    • Who can receive death benefits and what forms can it take?
    • Case laws to discuss various dependency and inter-dependency situations?

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Setting up my family trust deed was quick and easy. Not only was it easy but when I made an error in one of the fields, they contacted me, reopened the online document and facilitated the correction at no additional cost. Very impressed with both the ease of use and friendly personalised customer service.

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