Superannuation Death Benefits - February 2024 (3 Hours of CPD)

In 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 impact of Death on Transfer Balance Accounts (including death benefit pensions)
• Relevant Court Cases
• Strategies and Case Studies
• And more...

What's Included?

• 90 Days of Recording Access (Unlimited Views) 
• Instant access to masterclass recordings
• 3 hours of CPD 
  
• Slides and recording provided