Exiting an SMSF can have its challengers, particularly as a result of a divorce or death. In this presentation, Phil and Philippa address these issues including:
- Options and procedural requirements for exiting a member on divorce
- Liquidity issues and in specie transfers from SMSFs in the context of death and divorce
- Key steps on death of a member, including super law requirements and practical considerations and;
- Tax considerations in relation to payment of death benefits