Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
78921
Individual Podcasts

Disability & SMSF – The Taxation of Disability Super Benefits

Permanent disability can be a condition of release for super benefits for self-managed superannuation funds. However, the requirements that need to be met under the SIS legislation are not identical to the concepts of ‘Total and Permanent Disability’ or ‘Total and Temporary Disabi

Date/Time

About the Podcast

Permanent disability can be a condition of release for super benefits for self-managed superannuation funds. However, the requirements that need to be met under the SIS legislation are not identical to the concepts of ‘Total and Permanent Disability’ or ‘Total and Temporary Disability’ which are more commonly used and understood. This can result in traps for the unwary SMSF trustee or adviser. This program explores the conditions to be satisfied for disability super benefits to be paid. It also provides an in-depth look at the special taxation rules that apply to disability super benefits.

Featuring: Neal Dallas, McInnes Wilson Lawyers, Brisbane

[30.55 minutes] [0.50 CPD hours]

Presented By

Neal Dallas
Principal, McInnes Wilson Lawyers Brisbane, QLD

With over 22 years of experience in superannuation and tax advising, Neal is a Principal of the firm's Superannuation division, helping clients preserve what they have worked hard to create and to deliver the best structuring outcomes so that they can retain as much of their hard-earned wealth during their lifetime. He has substantial experience advising clients in the estate planning, superannuation, asset protection and tax industry.

Neal brings a wealth of knowledge to the Private Client sector, specialising in assisting other professionals with their clients' complex issues. He is known for his ability to develop innovative solutions for clients and delivering exceptional service.

CPD Information

0.01 CPD Hours

Go to top