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How a SMSF has a role in succession planning

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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.

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers, LLB (Hons), MTax, CTA Partner Cowell Clarke Peter heads Cowell Clarke's tax and revenue practice group. Peter advises and acts for a wide range of public and private companies as well as for the trustees of self managed superannuation funds. Peter’s areas of expertise include: income tax (as it impacts on business and high net worth clients); capital gains tax; goods and services tax; state taxes and superannuation law. Peter also does succession planning work and is involved in significant business restructures. Peter is regularly involved in advising SMSF trustees on issues associated with superannuation income streams. Peter has a master’s degree in taxation from the University of NSW – ATAX School. Peter is also a member of the Australian Institute of Company Directors and the SMSF Professionals Association of Australia Ltd. Peter is a member of the Tax Institute’s South Australian State Council. - Current at 19 July 2017
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This was presented at Business Succession Planning .

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Individual sessions

Introduction/Business Structures

Author(s):  Trevor SPRATT

Materials from this session:

How a SMSF has a role in succession planning

Author(s):  Peter SLEGERS

Materials from this session:

Buy/Sell Agreements

Author(s):  Paul INGRAM,  Kirrily MITCHELL

Materials from this session:

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