Your shopping cart is empty

Succession to a SMSF.

Publication date: 09 Feb 10 | Source: CCH TAX WEEK

Issue: Issue 4 2010

Pages: pp. 5-7

A key planning element for covering risks on death or incapacity is to have a trusted person stand in as  your successor trustee/director. This requires planning in advance to ensure the smooth transition to a self managed superannuation fund.

This item is not available for download from this website. Please contact the Tax Institute library for assistance. Charges will apply.

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the ATO’s Superannuation Industry Relationship Network (SIRN), the Chair of the Tax Institute’s National Superannuation Committee, a member of the Law Institute of Victoria’s Tax Committee, and is involved with a number of other tax and SMSF committees and discussion groups. Dan presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 14 March 2018
Click here to expand/collapse more articles by Daniel BUTLER.