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.
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
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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
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Further details about this event: