Policy shifts and last wishes: The future of death benefits

  • Presentations
  • Death benefits

National Conference 2024

In this closing plenary, Scott will explore various estate planning issues that don’t always make the headlines but are crucially important to the big picture of future death benefit planning. Come along to understand the many things that should be considered before a member dies which could add significant value to an SMSF or the underlying beneficiaries, or prevent a massive headache for surviving trustees, beneficiaries and even SMSF practitioners. Understand how these considerations might be impacted by the proposed $3 million super tax to assist you in future proofing the estate plans of clients.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association