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Case studies and suggested solutions appreciating the risks: And making sure our clients appreciate them too paper

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Published on 16 Oct 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper uses a case study to focus on:

  • using the small business CGT concessions to get assets into an SMSF
  • obligations of SMSF trustees under the superannuation industry (supervision) legislation and trust law in relation to related party transactions and dealings (particularly for business assets in the current economic climate)
  • estate and succession planning issues for assets held through SMSFs (getting the assets out efficiently and in accordance with the client's wishes).

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Matthew TRIPODI
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This was presented at South Australian Tax Intensive .

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Individual sessions

Division 7A: What now? What next?

Author(s):  Andrew NOOLAN

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Tax consolidations for SME’s - What have we learned?

Author(s):  Tim SANDOW

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Appreciating the risks: And making sure our clients appreciate them too

Author(s):  Matthew TRIPODI

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