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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:

Gregory Bentley CTA
Greg has been working in the area of superannuation for over 17 years for some of Australia's leading superannuation accounting firms. He is the Director of Opulen Accounting and Superannuation, a specialist chartered accounting firm that provides administration, compliance and auditing services to a range of superannuation clients, accounting firms and financial planners. Greg is a SMSF Association Specialist Advisor and Specialist Auditor, Chartered Tax Adviser, Chartered Accountant, a previous winner of the SMSF Association CEO Scholarship Award and a regular speaker on a range of superannuation topics Current at 18 March 2016 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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