Published on 04 Jun 03
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This seminar paper contains case studies that highlight the following:
- information/disclosure issues
- SMSF implications/planning/trust deed requirements
- preservation/taxation/RBL implications
- pensioner spouse
- different types of funds.
Greg is the Chairman of the Adelaide and Darwin partnership of Minter Ellison. He practises in the areas of superannuation, taxation, trusts and commercial law, and advises generally on a wide range of commercial matters including company and business sales and acquisitions and appropriate business structures. Greg has acted for a wide variety of superannuation funds and also has extensive taxation and stamp duty expertise in all areas of commercial transactions. Current at 1 October 2004
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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