CPD 1.5 hours On Demand Course Online

Special Tax & Superannuation Topics 2023-24 - Part 1

Plan your SMSF estate with our comprehensive course. Learn about death benefit options, tax issues, strategies for death benefits, and planning SMSF shareholding and directorship.

$113.64

non-member : $136.36

Description

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 ANZ  Up to 1.5 CPD hours
Tax Practitioners Board  Up to 1.5 CPD hours

Related packages

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

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