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Tax & Succession Planning for Self Managed Super Funds

Published on 25 Nov 2003 | Took place at AMF Centre, Glenside , SA

Benefit design planning within Self Managed Super Funds (SMSFs) to accommodate the whole range of commercial, tax planning and succession issues for high net worth individuals has become a 'hot topic'.

These seminar materials explore the use of the SMSF as the 21st century vehicle for family wealth accumulation. They take a practical perspective and contain case study analyses.

Individual sessions

Tax & Succession Planning for Self Managed Super Funds

Author(s):  Stephen HEATH,  Peter SLEGERS Issues covered in this seminar paper include:
- restructuring from the discretionary trust to the SMSF as the preferred family wealth accumulation vehicle
- business real property contribution strategies
- step by step process of establishing allocated and complying pensions
- asset segregation and tax planning within the fund
- maximising the effectiveness of pension income streams
- options and strategies upon death of a member
- binding and non-binding death benefit nominations - common pitfalls associated with nominations
- interface between superannuation and the Will including use of testamentary trusts
- reversionary pensions, commutations and residual capital values.

Materials from this session: