This course provides an analysis of key estate planning issues requiring consideration by SMSF trustees and
members. One of the key reasons someone may establish an SMSF is the control the fund gives them over their retirement benefits. However, little thought may be given to the control the SMSF may provide in regard to estate planning.
Key topics:
- Direction of death benefits from an SMSF
- Paying a death benefit from an SMSF
- Dependants of a deceased member
- Taxation of death benefits
- Life insurance policies
This one hour online course forms part of the FastClass short course suite.
CPA PD
