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SMSF – Wealth migration and associated issues paper

Published on 03 May 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • purpose of SMSFs
  • managing the contributions caps
  • recent developments with borrowing strategies
  • wealth migration strategies - Property
  • non-arm’s length transactions.

Author profile

Peter Crump CTA
Peter is a Senior Consultant at BDO Adelaide, currently waiting for licencing to complete. Peter has specialised in the provision of advice on superannuation issues, especially with SMSFs, and brings a blend of experience as an actuary, financial adviser and consultant, with 35 years industry experience. He provides strategic advice to SMSFs, which is part of the overall lifestyle financial planning for their members. Peter also provides expert advice to Family Lawyers on superannuation related issues. Peter is a previous Chairman and board member of the SMSF Association. - Current at 10 February 2021
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This was presented at 45th South Australian Convention .

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