Course Content
Lessons
Status
1
Questions to ask before paying superannuation death benefits from an SMSF
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Question 1 – Does the member intend to instruct the trustee in how their superannuation is distributed on their death?
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Question 2 – Have you thought about who you intend to benefit from your superannuation death benefit?
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Question 3 – Can your SMSF pay a superannuation death benefit to your intended beneficiaries?
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Question 4 – Have you considered how superannuation lump sum death benefits are taxed to your beneficiaries?
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Question 5 – Have you considered how a death benefit pension is taxed to your beneficiaries?
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Question 6 – Has supporting paperwork been prepared?
- Question 1 – Does the member intend to instruct the trustee in how their superannuation is distributed on their death?
- Question 2 – Have you thought about who you intend to benefit from your superannuation death benefit?
- Question 3 – Can your SMSF pay a superannuation death benefit to your intended beneficiaries?
- Question 4 – Have you considered how superannuation lump sum death benefits are taxed to your beneficiaries?
- Question 5 – Have you considered how a death benefit pension is taxed to your beneficiaries?
- Question 6 – Has supporting paperwork been prepared?