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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 CTA
Photo of author, Matthew TRIPODI Matthew is the founder and Principal of MT Lawyers. He advises on all aspects of Superannuation, estate and succession law, with a specific focus on self-managed superannuation funds and complex estate planning. Prior to establishing MT Lawyers in Adelaide, Matthew had over 12 years' experience working in large commercial law firms. He was a Partner at Minter Ellison in Adelaide, heading up their Superannuation and Estate Planning division. Matthew has also lived and worked overseas in London and Hong Kong. - Current at 21 May 2015
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This was presented at South Australian Tax Intensive .

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Individual sessions

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

Author(s):  Tim SANDOW

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