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Death and SMSF paper

Published on 30 Jul 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • section 17A
  • dependant v non-dependant
  • lump sum v pension
  • cashing deadlines
  • other compliance issues.

Author profile:

Greg BENTLEY
Current at 14 December 2012 Click here to expand/collapse more articles by Greg BENTLEY.
 

This was presented at Deceased Estates .

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Individual sessions


Discretionary testamentary trusts, special disability trusts and equalisation clauses in wills

Author(s):  Sally BRUCE

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