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Estate planning timebombs paper

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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 is Executive Director of Private Client Services at EY in Sydney. Chris has extensive experience in providing integrated solutions to the needs of high net wealth individuals and business owners in respect to superannuation (including SMSFs), estate planning, asset protection and taxation. His expertise also includes income tax, GST, FBT, stamp duty, land tax and international tax. Particular industry specialisations include financial services, medical, legal and property development. Chris is also the Chairman of the Self-managed Independent Superannuation Funds Association and is a member of The Tax Institute's Estate Planning Committee. - Current at 22 August 2016
Click here to expand/collapse more articles by Chris BALALOVSKI.

 

This was presented at Hands On Super - A Practical Guide For You And Your Practice .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Funding retirement - How to maximise your benefits

Author(s):  Peter VILAYSACK

Materials from this session:

Great deeds - The SMSF deed health check

Author(s):  Scott HAY-BARTLEM

Materials from this session:

New client - Super checklist

Author(s):  Brett GRIFFITHS

Materials from this session:

Excess contributions tax

Author(s):  Neal DALLAS

Materials from this session:

Super on termination of employment

Author(s):  Chris WYETH

Materials from this session:

The nuts and bolts of property in super

Author(s):  Dennis EAGLES

Materials from this session:

Estate planning timebombs

Author(s):  Chris BALALOVSKI

Materials from this session:

Further details about this event:

 

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