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Key issues in Self Managed Superannuation Fund succession planning.

Publication date: 01 Aug 08 | Source: RETIREMENT & ESTATE PLANNING BULLETIN

Issue: Vol 11 No 2 2008

Pages: pp.17-19

Abstract:
The author discusses succession planning in relation to Self Managed Superannuation Funds. With useful examples and real-life case studies to demonstrate the new rules, the author shows how important it is for an adviser to be equipped with the relevant knowledge to provide valuable and accurate advice for the client.

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Author profile

Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. - Current at 30 August 2017
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