Death and taxes: Strategies for reducing death benefits tax

Date/time: Wednesday 24 July 2024 02:00PM-03:15PM AEST

$160.00 +GST

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 live online event with opportunity to ask questions of the presenter
  • Slides and case studies 
  • Recording and materials available to access for 3 months after the event 
  • SMSF Association accredited CPD certificate for 1.25 hours  
Anthony Cullen PNG2 400x400

Presented by

Anthony Cullen
Senior SMSF Educator
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