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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.
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$110.00
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Chapter
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50
Notes Online Home 2018 Super Schools Day 2 Superannuation estate planning after the super reforms
In this chapter, we discuss the superannuation estate planning after the super reforms. In more detail:
- Dealing with administrative issues after the death of an SMSF member
- Dealing with the payment of death benefits after the super reforms
- Planning strategies for superannuation death benefits as part of a tax-effective estate plan
- Traps and tips with life insurance and paying out death benefits
- NTAA guide to the do’s and don’ts associated with advising terminally ill clients
