Episode 05b - Taxation of other super benefits

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Phil's SMSF Podcast

Philip Tadros

15 episodes

1 week ago

Thinking about setting up and operating a Self-Managed Superannuation Fund (SMSF)? These podcast episodes will guide you through the process of establishing, operating, maintaining and winding-up a SMSF. However, this is not to be substituted for financial advise, so please see your financial adviser and assess if this is the way for you to proceed.

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All content for Phil's SMSF Podcast is the property of Philip Tadros and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Episode 05b - Taxation of other super benefits

Phil's SMSF Podcast

7 minutes 31 seconds

5 years ago

Episode 05b - Taxation of other super benefits

This section discusses the tax treatment upon receipt of other super benefits, such as death benefits, and discusses different tax treatment on receipt whether you are a dependant or not.

This is not a substitute for financial advice, so please do not take this as any type of specific advice. This is only general education. If you wish to contact me for more specific advice, please feel free to email me on philip@macorp.com.au and I will be happy to arrange an appointment with you.