Skip to main content
shopping_cart

Your shopping cart is empty

Latest SMSF issues paper

Published on 25 Mar 11 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • self managed superannuation fund (SMSF) borrowing
  • death of a pensioner
  • pre-1999 unit trust investments
  • relationship breakdown
  • cashing of benefits.

Author profiles:

Claire Malone
Claire's principal areas of practice are superannuation, asset protection and wealth preservation and business and personal estate planning. She has extensive experience in delivering strategic SMSF advice that is integrated with succession and taxation issues. Claire presents at a number of industry events and workshops on SMSF and related topics. Current at 28 February 2011 Click here to expand/collapse more articles by Claire MALONE.
 
Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is a Chartered Tax Adviser accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on a number of technical committees related to taxation and superannuation including the Tax Law Specialisation Advisory Committee of the Law Institute of Victoria and Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as trusts, superannuation and tax. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. Current at 16 November 2015 Click here to expand/collapse more articles by Rob JEREMIAH.
Individual sessions

Further details about this event:

 

Copyright Statement