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Death and taxes: Strategies for reducing death benefits tax

Recorded live 24 Jul 2024
Death benefits & estate planning

$160.00 +GST

Audience

This event is recommended for all practitioners working with SMSFs

Audience

Learning outcomes

Upon completion of this event, you will be able to:

  • Understand when superannuation death benefits will be subject to tax
  • Evaluate the difference between member benefits and death benefits
  • Explore strategies that may reduce tax on death benefits
  • Compare the difference between claiming a deduction for death insurance premiums verse the future services deduction
Learning outcomes

Relevancy

This event was presented live on 24 July 2024.

Relevancy

CPD hours

This training provides 1.25 hours accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows:

  • Technical competence: 0.60 hours
  • Tax (financial) advice: 0.65 hours
CPD hours

As the saying goes, there are only two certainties in life, and while you may not be able to avoid them, you can prepare and plan for them.

With changes to the contribution rules and the interaction with being able to access benefits, pre-death opportunities to minimise potential tax on superannuation death benefits have never been more readily available.

We’ll also look at the vital element of who controls your SMSF, when you can’t, as part of the preparation and planning process and measures practitioners can take to protect themselves from potential litigation.

Registration to this event includes:

  • 1.25 hour on demand event
  • Slides and case studies 
  • Recording and materials available to access for 3 months after purchasing the event 
  • SMSF Association accredited CPD certificate for 1.25 hours  
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Presented by

Anthony Cullen
Senior SMSF Educator
Accurium
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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.
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