Death Benefits & Transfer Balance Cap

taught by Aaron Dunn
Buy $99.00
Aaron Dunn
Aaron Dunn
CEO & Co-Founder

About the instructor

When it comes to self-managed super, professionals, industry and Regulators look to Aaron about the latest insights, strategies, trends, issues and opportunities in the sector. It is with this insight that Aaron has been sort out to participate in Government & Regulatory reviews, including the Super System Review (Cooper Review) and the ‘Reinventing the ATO’ program.

Aaron is a CPA and SMSF Specialist, is the CEO & Co-Founder of The SMSF Academy.

Aaron is a former nationally ranked high jumper, having achieved a personal best of 2.14m. He is married to wife Natalie, with three young children - twins, Ella & Thomas and Benjamin.

When Aaron is not talking about superannuation, you will find him talking about sport, especially AFL football.

With the introduction of the Transfer Balance Cap from 1 July 2017, the way in which death benefits are dealt with under the new superannuation measures can substantially change how you structure income streams and death benefit nominations.

In this webinar, Aaron Dunn explores the implication of the ATO's Law Companion Guideline, LCG 2017/3, recent guidance PCG 2017/5 of pre-existing death benefit incomes stream, takes a look at the actions you should be completing before 30 June and how the rules change with the introduction of the new super reforms.

CPD points awarded

  • SMSF Association – TBC
  • FPA Australia – TBC
  • Tax Practitioner’s Board – TBC
  • Major Accounting Bodies – 1 x CPE hour

Course Contents

1 Quiz
2 Multimedia
2 Texts
1 PDF
1.0 hr

Course Curriculum