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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.
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26
Notes Online Home 2021 Super Schools Day 2 Tax-Effective Estate Planning and Superannuation
In this chapter of the notes we discuss Tax-Effective Estate Planning and Superannuation, under the following broad headings:
- Dealing with an SMSF member’s death and the payment of death benefits
- Crucial issues for death benefits and estate planning
- Key planning opportunities with life insurance paid into an SMSF
- Key tax issues when advising terminally ill clients