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.

Key topics:

  • Member directions
  • Dependants of a deceased member
  • Taxation of death benefits

This one hour online course forms part of the FastClass short course suite.

Learning objectives

  • 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

Audience

This course is suitable for:

  • accountants who are licensed to provide SMSF advice
  • employees of accountants who are licenced to provide SMSF advice
  • SMSF auditors
  • trustees of SMSFs

365 Days

loading...