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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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As an accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes to superannuation and all other relevant matters. Manoj and his team at trustdeed.com provide us with prompt, efficient service and their assistance has been, and continues to be, of great value to our SMSF needs. 
Chander Sareen
CPA, FCA-I
CNR Accounting & Taxation Services
We used the SISA 67 (4A) borrowing structure from www.trustdeed.com.au for our client's SMSF to purchase a commercial property. We found their technical and professional assistance and promptness in complex matters the main driving force to convince us to use their other offerings in future.
David Goldston
B Comm (Qld) PNA
Director Liverpool Financial Services Centre Pty Ltd
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