• Home
  • EOFY CPD Sale
  • Special Tax & Superannuation Topics 2023-24 - Part 1: Essential SMSF estate planning - Pre death

Special Tax & Superannuation Topics 2023-24 - Part 1: Essential SMSF estate planning - Pre death



There are a number of essential estate planning issues that need to be considered and effectively implemented by almost all SMSF members, well before their death. This session will highlight the relevant issues at both the individual member level, and also the fund and trustee level.
 
We will cover:
• How death benefits can be paid and to whom they can be paid to
• Tax issues around separate members superannuation interests inside a SMSF
• SMSF tax outcomes, strategies and key trustee decisions affecting the payment of death benefits
• Planning for appropriate SMSF shareholding and directorships
Back
On successful completion of this topic, participants will be able to:
  • Understand the regulatory and fund specific requirements for death benefit payment documentation.
  • Understand and apply the strict SIS and Tax rules applicable to the payment of Superannuation death benefits.
  • Identify appropriate client and fund strategies to manage the tax payable on the death of a SMSF member
  • Understand the required planning and paperwork necessary for the ongoing management and operation of the SMSF post the death of a fund member.

 

Benefits

This session forms part of the Special Tax & Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. These sessions will:

  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
  • Help you avoid any possible traps and pitfalls
  • Give you answers to the questions most relevant to you

 

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

 

Continuing Professional Development Hours

The content covered in this topic constitutes verifiable CPD for CA ANZ, has been assessed for ASIC and FASEA CPD and also meets the Tax Practitioners Board's CPE requirements.

 

 

 

 

PER SESSION

CA ANZUp to 1.5 CPD hours
Tax Practitioners BoardUp to 1.5 CPD hours

 

Related packages

Looking for more? Our Essential Tax & Superannuation Updates perfectly complement these special topic sessions. 

 

 
Back

This series is presented by our Senior Tax & Superannuation trainers: 
 

James McPhedran, Senior Tax and Superannuation Trainer, CA ANZ  

James has 18 years’ experience in the industry, including roles at the Big Four accounting firms and advisory roles at mid-tier firms. He has been an educator with Chartered Accountants ANZ for 9 years. His advanced knowledge of taxation and superannuation has allowed him to focus on small to medium enterprises and high net worth individuals. James holds a bachelor’s degree in law and economics from the University of Queensland and a Master of Taxation from the University of Sydney  

 

 

 

See MoreSee Less

EVENT DETAILS


Topic: Tax

Sub-Topic: Income Tax

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 1.5 hours