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Taxation of Superannuation Death Benefits

Course Details

Description

This online self-paced course provides a comprehensive understanding of the taxation of superannuation death benefits in Australia.

Designed for financial advisors, estate planners, and individuals interested in superannuation, this course covers the essential aspects of how superannuation death benefits are treated, paid, and taxed.

Generally, superannuation is promoted as a tax-effective vehicle for an individual to accumulate funds for their retirement with the focus being on making contributions and the provision of retirement benefits.  Therefore, how a person’s potential superannuation death benefits are treated is often overlooked. 

Target Audience:

  • Financial advisors and planners
  • Estate planners
  • Superannuation fund trustees
  • Individuals interested in understanding superannuation death benefits

Join us in this comprehensive course to enhance your knowledge and skills in the taxation of superannuation death benefits.

Enrol today and take the first step towards becoming an expert in this critical area of financial planning.

Estimated Time To Complete

Approx 3 Hours

Learning Objectives

By the end of this course, you will be able to

Understand the legal and regulatory framework governing superannuation death benefits.
Learn about the different types of dependants and their eligibility to receive death benefits.
Explore the taxation implications for various beneficiaries, including dependants and non-dependants.
Gain insights into the conditions under which death benefits must be paid and the forms they can take (lump sum or income stream).
Analyse real-life examples to understand the practical application of superannuation death benefit taxation.

Topics

Introduction to Taxation of Superannuation Death Benefits
Legal and Regulatory Framework
Types of Dependants and Eligibility
Taxation of Death Benefits: Lump Sum vs. Income Stream
Estate Planning and Taxation Advice

Requirements

Computer, tablet or mobile
Internet Connection
Edge, Safari, Chrome or Firefox

Course Delivery

Online Learning

Course Access

12 Months

CPD Hours

2 Hours

Assessment

Multiple Choice

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