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VickyJorg(I'm new)I'm new
14 Oct 2024

Ive been told that the family should close my mothers SMSF due to tax implications on her passing. Is this correct

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Bruce4Tax(Taxicorn)Taxicorn
14 Oct 2024

Cannot comment on a specific SMSF, but there are usually good tax reasons for this to be true,

if there are no tax dependent beneficiaries.


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Most helpful reply

Bruce4Tax(Taxicorn)Taxicorn
14 Oct 2024

Cannot comment on a specific SMSF, but there are usually good tax reasons for this to be true,

if there are no tax dependent beneficiaries.


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Elderly mother has SMSF when should she close her fund | ATO Community