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Secure Your Future: Superannuation Insights on Death and Incapacity
This event will be held on Wednesday, 4 September 2024
It’s a topic often difficult to talk about, and may seem like a faraway occurrence, but it is vital to know and prepare for what happens to your superannuation when you pass away or if you were to become incapacitated. Failure to do so can leave your family with assets in the wrong hands, tax bills to pay, or can cause family rifts and arguments.
What you’ll learn from this event:
- What happens to your superannuation when you pass away
- What does it mean for your SMSF
- Tax on superannuation paid to non-dependants
- Death benefit pensions & estate planning options
- What happens to your superannuation if you lose capacity
MEET YOUR HOST
Katie Timms
Partner, Business Advisory
Katie has been with RSM since 2005 and was appointed Partner in 2015.
Katie specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning. Katie provides advice and assistance to trustees, accountants, and financial advisers. She also heads up the national RSM Superannuation Committee.