SMSF Death Benefits Masterclass

Current as of: 26 March 2024.

Our recent online masterclass addressed the common challenges and questions accountants encounter when navigating SMSF death benefits. Led by Peter Johnson, Director of SMSF Services at Acis and an esteemed SMSF Specialist, the session provided practical insights and guidance.

Key takeaways from the session included:

• Detailed exploration of the timing, methods, and recipients of death benefit payments.
• Analysis of recent legal judgments impacting death benefits.
• Examination of different types of death benefit nominations.
• Identification of tips and traps associated with Binding Death Benefit Nominations (BDBNs).
• Presentation of real-world case studies and actionable strategies.

You can now access the webinar recording and view the session slides at your convenience below.