SMSF Update | November 2024
This session provides a comprehensive overview of key updates from the superannuation sector over the past six months, along with practical strategies to effectively support your clients. […]
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.
