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Asset protection - Just how safe is your superannuation? paper

Asset protection - Just how safe is your superannuation? paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 31 Oct 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

We assume assets in a super fund are safe, this is not true. What are the true limits including:

the nature of rights in super and shaping this is vital
how members, non-members and others can access assets in super funds
the apparent attitude of the ATO to recovery of tax debts from superannuation funds
rights of other creditors to claim moneys from the trustee of a super fund in respect of a member
the implications of the decision in Denlay.

Author profile

Peter Bobbin CTA

Peter is in his 30th year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 25 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 23 May 2017

More by Peter BOBBIN

SMSFs and asset protection 2016 paper - 25-August-2016
Structuring for a sale in the next five years paper - 11-June-2015
Prior to being bankrupt, superannuation is a claimable asset – Characterising and shaping the nature of a member’s interest to address this paper - 18-March-2015
An overview of your client’s estate planning paper - 05-March-2014
The divorce: Tips and traps to ensure a tax effective separation paper - 19-February-2013
How to structure a business succession plan Parts 1 and 2 paper - 08-August-2012
Self managed super: Strategies & investment structures for purchasing business real property paper - 19-May-2011
Testamentary trusts: An accountants perspective presentation - 04-March-2010
Successful succession for success paper - 26-August-2005
Business succession planning - making sure it survives even if you don't - 20-November-2001
Are discretionary trusts dead? - 29-May-2000
Estate planning under a new tax system - 06-January-1999
The Internet black tax hole - 01-December-1997
The Internet black (tax) hole - 01-July-1997
The Internet black tax hole - 01-July-1997

Click here to expand/collapse more articles by Peter BOBBIN.

This was presented at NSW 10th Annual Estate and Business Succession Planning .

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Individual sessions

The family business - Transfer to the next generation?

Author(s): Chris TSOVOLOS

Materials from this session:

The family business - Transfer to the next generation? paper

$75.00 non member price
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The family business - Transfer to the next generation? presentation

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Buy/sell agreements, funding and insurance - tax, practical and commercial aspects

Author(s): Scott MCGILL

Materials from this session:

Buy/sell agreements, funding and insurance - tax, practical and commercial aspects paper

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Buy/sell agreements, funding and insurance - tax, practical and commercial aspects presentation

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