The Essential SMSF
Death Benefits Checklist
Get the checklist
About the checklist:
This checklist is designed to help those with SMSF to ensure they know what questions to ask when an SMSF member dies and a death benefit may be applicable to a dependent.
Depending on the client’s situation and the trust deed, there may be many more questions in addition to those below.
Download the checklist to learn:
Key questions to ask
Trustee questions
Key questions to ask
Trustee questions