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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: