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Deceased estates: Death & SMSF presentation
Published on 30 Jul 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- section 17A
- death benefit payout:
- dependant v non-dependant
- lump sum v pension
- cashing deadlines
- other compliance issues.
Author profile
Gregory Bentley CTA
Greg has been specialising in the area of superannuation for over 20 years having worked for some of Australia’s leading superannuation accounting firms. He is the Director of Opulen Accounting and Superannuation, a specialist chartered accounting firm that provides administration, compliance and auditing services to a range of superannuation clients, accounting firms and financial planners. Greg is a SMSF Association Specialist Advisor and Specialist Auditor, Chartered Tax Adviser, Chartered Accountant, a previous winner of the SMSF Association CEO Scholarship Award and a regular speaker on a range of superannuation topics. - Current at 15 February 2021
This was presented at Deceased Estates .
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A practical perspective
Author(s): Loreena GillonMaterials from this session:
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Death and SMSF
Author(s): Greg BENTLEYMaterials from this session:
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Discretionary testamentary trusts, special disability trusts and equalisation clauses in wills
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