Superannuation Death Benefits - February 2024 (3 Hours of CPD) 1 Hour CPD Medicare Levy Record keeping

Medicare Levy Record keeping

Taxation of Death Benefits

We will look at the basic rules on CGT and the discounts that are available

Commissioner’s discretion unavailable to reallocate concessional contributions

Superannuation Death Benefits - February 2024 (3 Hours of CPD) 1 Hour CPD Medicare Levy Record keepingIn this masterclass Peter will talk about the legal side of death benefits and then move on to taxation and strategies. It is not just for SMSF advisers but for anyone who is accumulating wealth in superannuation and intends to leave an estate to their children. In this 3 hour masterclass, we will look at: The legal side of death benefits (who to, when and how must they be paid) Death Benefit Nominations Life Insurances Taxation of Death Benefits The