This on-demand session is available to watch instantly after purchase at the time of your choosing and will expire within 12 Months of purchase.
Date recorded: August 2023
Join Rohan Mansfield as he explores SMSF’s & death benefits – issues for members, trustees and auditors of SMSFs.
Topics Covered:
- Who can a Death benefit be paid to?
- Tax considerations
- Death benefit paid as a pension or as a lump sum
- Reversionary pensions
- Death benefit rollovers
- Death benefit checklist
Considerations for SMSF Auditors
Benefits & Learning Outcomes:
Understand issues facing SMSF trustees when a death benefit has to be paid
Meet your speaker: Rohan Mansfield
Rohan commenced with LDB Superannuation Services in Melbourne in July 2018 after spending 17 years working with one of Australia’s largest accounting firms in their superannuation division. Rohan provides superannuation accounting and advisory services to self-managed superannuation fund (SMSF) trustees. He specialises in giving advice to SMSF trustees in relation to contributions, pensions, investments and audit issues. He does regular public speaking on superannuation topics and has presented for organisations such as CPA Australia, Television Education Network, SMSF Auditors Association of Australia and Legalwise. Rohan is a SMSF Specialist Advisor, holds a Bachelor of Economics, majoring in accounting, and is a Chartered Accountant.
