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How a SMSF has a role in succession planning

Published on 01 Mar 04 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Accumulating wealth and assets in self managed superannuation funds (SMSFs) gives rise to succession planning and associated taxation issues. Accountants and lawyers advising SMSFs must identify these and assist their clients in planning for the tax effective transmission of super interests upon the death of a member.

This paper was also presented at the Business Succession Planning seminar held in Adelaide on 29 January 2004.

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Peter SLEGERS
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This was presented at Business Succession Planning .

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