Superannuation is promoted as a tax effective vehicle for a person to accumulate funds for their retirement. With the focus of superannuation being on contributions and the provision of retirement benefits, a member’s superannuation benefit in the event of their death is often overlooked.
Dependants of a deceased member
Taxation of death benefits
This one hour online course forms part of the FastClass short course suite.
Identify the mechanisms available to a client to allow them to direct their superannuation benefits in the event of their death
Discuss the implications of death benefit nominations
This course is suitable for:
accountants who are licensed to provide SMSF advice
employees of accountants who are licenced to provide SMSF advice