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Estate planning SMSF style paper

Published on 10 Aug 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper is primarily focused on the fastest growing vehicle used by superannuants, self-managed superannuation funds (SMSFs), whose members generally represent the self employed, small to medium business proprietors and higher net worth clients attracted to the greater investment choice, asset protection, tax effectiveness and estate planning benefits available within an SMSF.

Author profile:

Paul BERRESFORD
Current at 25 June 2009
 

 

This was presented at Estate Planning: Tips, Traps & Strategies .

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