Tax Planning for Death Benefits

Peter Johnson, current as of: 31 March 2020.

In this video, Peter Johnson, SMSF Services Director, covers the latest requirements for SMSF deeds and strategies to reduce and eliminate death benefit taxes.

Download the slides here. Slides from the previous presentation on Reversionary Pensions and BDBNs, as mentioned, can be found here.

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Tax Planning for Death Benefits

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