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SMSF property holdings - Passing the baton to the next generation

Published on 19 Mar 2014 | Took place at Online , SA

Significant time and effort is often spent on getting real property assets into superannuation to enable the members to enjoy the tax benefits associated with that environment.

This session explored the potential to retain these assets within the super environment to allow the next generation to enjoy those benefits, and to keep important real property assets ‘in the family’. Practical case studies were used to illustrate the issues and explore some potential strategies including:

  • the potential use of insurance
  • contribution, pension and membership management strategies for achieving an intergenerational asset transfer
  • the importance of SMSF estate planning to achieve this goal.

Individual sessions

SMSF property holdings – Passing the baton to the next generation

Author(s):  Daniel JENKINSON

This paper covers:

  • the intergenerational asset transfer challenge
  • strategies
  • handing over control of an SMSF
  • death benefits – planning for certainty?
Materials from this session: