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Retirement & Restructuring Planning
Published on 27 Jul 99 by VICTORIAN DIVISION, THE TAX INSTITUTE
Topics include: Changes to trusts and the impact on succession planning; tax efficiency of testamentary v other entities; and the new "Statement of Principles" - the ATO's view on resettlement of trusts and variations of trust deeds.
Author profile
Daniel Butler CTA
Dan is one of Australia's leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the ATO's Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute's National Superannuation Committee, a member of the Law Institute of Victoria's Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne's Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor.
- Current at
23 May 2017
This was presented at Blue Series: Latest Developments in Business & Succession Planning .
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Individual sessions
Estate Planning
Author(s): Bruce COOKMaterials from this session:
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Tax Effective Divorces
Author(s): Paul HOCKRIDGEMaterials from this session:
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Retirement & Restructuring Planning
Author(s): Daniel BUTLERMaterials from this session:
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