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The Self Managed Super Fund (SMSF) & Estate Planning Report focuses on the need for proper consideration of the pit falls which practitioners can and do easily overlook.  DBA Butler have provided a number of scenarios and cases to demonstrate how these factors influence the way in which benefits are paid out upon the death of a member.  

 

The publication also discusses the need for planning in order to minimise taxation of superannuation death benefits.



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SMSF Estate Planning

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Author: DBA Butler

Self Managed Super Fund (SMSF) & Estate Planning Report discusses ways to ensure that death benefits are paid according to a member's wishes and ways to minimise taxation on death benefits.

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