Your SMSF health check - What happens when a member dies? | September 2017

Knowledge Test

Knowledge Topics

Your SMSF health check - What happens when a member dies?

The latest changes to the superannuation system, which took effect on 1 July 2017, and their effects on self managed super funds have been well documented.

One area that hasn't been as well publicised is what happens when a member of your SMSF dies, with changes to death benefits potentially having the biggest impact of all the changes. This document will outline and alert you to the issues that you and your financial advisor should consider when performing your self managed super fund health check.

To find your nearest SMSF Specialist, use our Find a Specialist function, found here. 

If you are not yet a member of the SMSF Association Trustee Knowledge Centre, become a member today to access a wide range of benefits including key SMSF resources, updates and exclusive offers. If you are a member, please login to access this content.

Become a member
2018-02-25T23:56:16+00:00