Your shopping cart is empty
Case studies and suggested solutions appreciating the risks: And making sure our clients appreciate them too paper
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).
Author profile
Matthew Tripodi FTI

This was presented at South Australian Tax Intensive .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Division 7A: What now? What next?
Author(s): Andrew NoolanMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Tax consolidations for SME’s - What have we learned?
Author(s): Tim SANDOWMaterials from this session:
-
insert_drive_file
Appreciating the risks: And making sure our clients appreciate them too
Author(s): Matthew TRIPODIMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement