Module 7: SMSF Estate Planning


Module overview: 

  • Super does not form part of an estate
  • Compulsory cashing rules on death
  • Who can be paid a super death benefit?
  • Who is a dependant?
  • Death Benefit Nominations
  • What happens if a Binding Death Benefit Nomination is invalid?
  • How can a death benefit be paid?
  • Governing rules – death benefit payments
  • What happens when a member dies who is receiving an income stream?
  • Death benefit rollovers
  • Appointing a new trustee