Sign up Now

Dependancy Declaration for Superannuation and Income Tax Purposes

 Back to shop

Dependancy Declaration for Superannuation and Income Tax Purposes

$0.00

There are a number of legislative cases which highlight the need to establish who is a financial dependant of a person.

The LightYear Docs “Dependancy Declaration for Superannuation and Income Tax Purposes” allows an SMSF Member to make a declaration in relation to financial dependants.

SKU: e98e7572-e8b5-4a63-9ce5-2cde5f472b2c Categories: ,

Description

At the time of death, if a beneficiary of the deceased member was a dependant as defined in the Income Tax Assessment Act 1997, they may take a lump sum payment tax free.

The LightYear Docs “Dependancy Declaration for Superannuation and Income Tax Purposes” allows an SMSF Member to make a declaration in relation to financial dependants.

► FREE

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

Related products