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Part 3 of 3 Part Series :Planning for Death in a SMSF- Issues to consider (74:31 mins)
FPA CPD 1.25 hours – SMSF – Approval no. 007660
- 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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Trust deed providers are pretty much all the same? That is what we thought – until one of our clients, who had purchased a negatively geared property in their SMSF, ran into serious problems (of their own and the bank’s making) close to settlement date.
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Edward Pieck
CPA, Director
Medical Accounting Services (NSW) Pty Ltd
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Director & Trustee
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