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.
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
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