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Tax issues arising from maturing situations in the context of SMSFs paper

Published on 18 Mar 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • eligible recipients of superannuation death benefits
  • taxation of superannuation death benefits
  • superannuation proceeds trust
  • taxation and duty within the superannuation fund
  • death benefit nominations
  • succession planning.

Author profile

Chris Balalovski
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This was presented at 30th National Convention .

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