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Achieving a successful SMSF succession plan paper

Published on 11 Nov 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • understanding what is involved in SMSF succession planning
  • contemplating incapacity and associated risks
  • planning who will control the SMSF on death
  • determining tax effective methods to distribute benefits
  • utilising concurrent and cascading nominations
  • redesigning current pensions: the fresh, the reversionary and the non-commutable.

 

 

Author profiles:

Thalia KALABOUKAS
Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006
Click here to expand/collapse more articles by Thalia KALABOUKAS.
 
Bernie O'SULLIVAN

Click here to expand/collapse more articles by Bernie O'SULLIVAN.

This was presented at Succession Planning Masterclass .

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