This session will examine potential strategies and planning in relation to dealing with death benefits from a tax perspective, including:

• Recontribution strategies

• Withdrawing benefits prior to death

• Issues with death benefit lump sums of in-specie transfers of specific assets

• Disclaiming death benefits

• Deeds of family arrangements

• Death benefits direct to beneficiaries versus testamentary trusts; and

• When to use a superannuation proceeds trusts.

Who should watch

Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of SMSFs.

Level of expertise

This webinar is for persons with some knowledge or interest in SMSFs.

COST: $99.00
If you register more than one attendee, discounts apply:

2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)

Sladen Smart Members: Free

Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.

You can register up to 5 individual attendees (please contact us, should you require more than 10) each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.

---

Presenter

Phil Broderick, Principal

Phil heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.

View Phil’s full profile here