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Estate planning timebombs paper

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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 21 Aug 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Do you know what it takes to avoid an estate planning disaster? Can you save your clients from unnecessary tax bills? How many “sleeping” estate planning issues are sitting on your clients’ files and what should you be doing?

Your “timebombs” include:

  • structuring pensions – the latest ATO ruling
  • do you need a testamentary trust as well?
  • passing on control of a SMSF
  • lump sum, recontribution or death benefit pension?

Author profile

Chris Balalovski CTA
Chris has a career spanning more than 33 years and provides complex commercial as well as legal advice to a broad spectrum of high net wealth individuals and their associated entities. As a taxation and superannuation law specialist, Chris provides high-level accounting and taxation compliance services as well as strategic legal and commercial advice on matters including acquisition, holding and disposal of various assets, derivation of income and incurring of expenses. Chris is the Chairman of the Self-Managed Independent Superannuation Funds Association, which represents the interests of self-managed superannuation funds to Government and authorities. - Current at 25 June 2019
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This was presented at Hands On Super - A Practical Guide For You And Your Practice .

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New client - Super checklist

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Super on termination of employment

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The nuts and bolts of property in super

Author(s):  Dennis EAGLES

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Estate planning timebombs

Author(s):  Chris Balalovski

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