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.
Peter Slegers CTA
Peter is a Partner at Cowell Clarke and heads up the firm's Tax & Revenue Group. He provides specialist tax advice to public accountants and a wide range of corporate and medium to large family businesses as well as high net worth taxpayers. Peter has had a significant involvement with trust structures throughout his career and is the author on topical tax issues in CCH Tax Week and Taxation in Australia. Peter has a Master's degree in Taxation Law and is a member of The Tax Institute's State Council. Current at 05 August 2015
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