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Recorded Webinars

Recorded Webinar: Disability and SMSFs – The Taxation of Disability Super Benefits

Disability payments from your SMSF fund, either as a lump sum or income stream, present a number of compliance headaches. This session looks at the key issues in a practical way, including: Permanent incapacity definition – what is it and how does it get a
PRESENTED BY Neal Dallas Principal - McInnes Wilson Lawyers , Brisbane

Date/Time

About the Webinar

Disability payments from your SMSF fund, either as a lump sum or income stream, present a number of compliance headaches. This session looks at the key issues in a practical way, including:

  • Permanent incapacity definition – what is it and how does it get assessed?
  • What if an insurance payout is involved? – meeting the insurer’s definition of incapacity
  • Superannuation Client Relationship Team Alert 020/2015 – calculating the tax free amount for a lump sum benefit
  • People under 60 receiving a disability benefit – the 15% tax offset
  • Commencement of an account based pension and its impact on tax free component
  • Disability insurance and temporary disability insurance
  • Disability payments and the calculation on the cap

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.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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