2023 Death benefits Death taxes

Practical steps of death benefits – what’s next?

Source: Online

Published Date: 31 Mar 2023


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You have been notified of the death of one of your SMSF clients – so what to do next? Your clients will be looking to you for the next steps (whether in 2 weeks’ time or 2 months’ time), so what are the practical considerations and are any time limits imposed?

This session takes you through the questions you need to ask your clients, the practical issues in dealing with the death of your member and how to deal with paying death benefits.

Individual Session

Author(s): Shirley Schaefer


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2023 Death benefits Death taxes

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