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

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

This presentation covers:

  • eligible recipients of superannuation death benefits
  • superannuation versus tax-dependant
  • taxation of death benefits
  • superannuation proceeds trust
  • SMSF death benefit nominations
  • reversionary pensions
  • succession planning on incapacity and death.

Author profile

Chris Balalovski CTA
Chris Balalovski, CTA, has over 26 years of experience developing strategies for clients with complex legal, tax and commercial needs. Chris focuses on providing his clients with the competitive advantage they need to succeed in local and international business. As a Partner for Business Services at BDO Sydney, Chris specialises in the high net worth individual and superannuation advisory market. - Current at 18 June 2018
Click here to expand/collapse more articles by Chris BALALOVSKI.

 

This was presented at 30th National Convention .

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