With retirement savings being accumulated for most of a person’s working life, it is important that they are managed and dealt with appropriately upon their death.
This session will cover:
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Who can receive a death benefit and the difference between a SIS and Tax dependant
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The form and timing of the death benefit
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What the trustees responsibilities are
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The tax implications of death benefits
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Anti-detriment considerations
Benefits of Attending
Gain a better understanding the SIS provisions and Tax Act relating to the payment of death benefits so that you and your staff can better service your clients if the death of a superannuation fund member occurs.
Who should attend
This session is applicable to members in practice/business, corporate and government working at a management level.
Workshop Inclusions
All delegates will receive a copy of the presentation and any handouts.
CPE Hours
Earn 2.0 CPE hours
Presenter
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James McPhedran
Senior Tax & Superannuation Trainer
The Institute of Chartered Accountants in Australia
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