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Notes Online Home 2021 Super Schools Day 2 Tax-Effective Estate Planning and Superannuation
Key tax issues when advising terminally ill clients
This segment of the seminar notes discusses Key tax issues when advising terminally ill clients. In particular, the following:
- What constitutes a ‘terminal medical condition’?
- When is an SMSF entitled to pay out super entitlements tax-free for a
terminally ill client? - NTAA GUIDE to structuring the super entitlements of a terminally ill client to maximise after-tax payouts