NTAA Hot Spots Series Seminars – included for Gold Members, click here for more information.

Failing to pay death benefits correctly can lead to serious breaches, higher tax bills and costly disputes.

This online seminar unravels all the key practical issues and audit risks that you and your clients need to know when paying death benefits from an SMSF.

Topics Covered:

• A practical guide to dealing with reversionary and non-reversionary pensions
• Maximising the pension exemption for SMSFs paying death benefits
• Common tips and traps for SMSFs that hold life insurance
• Correctly dealing with death benefits paid to a deceased member’s estate
• Navigating the transfer balance cap rules for death benefit pensions
• The key PAYG-related obligations when paying SMSF death benefits

Bonus – All delegates receive:

• Detailed PDF copy of seminar notes
• Recording of the live streamed seminar 
• 2.5 hours CPD