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Estate Planning and SMSFs

Published on 18 May 2016 | Took place at Online, WA

This webinar covered:

  • managing succession in light of recent cases
  • taxation considerations – in the fund and for beneficiaries
  • anti-detriment – the impact of its proposed removal to SMSFs
  • reserves in superannuation – are they worthwhile?

Individual sessions

Estate planning and superannuation

Author(s):  Jemma SANDERSON

This paper covers:

  • recent cases
  • pensions on death
  • death benefit strategies.
Materials from this session: