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Retirement & Restructuring Planning


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
Photo of author, Daniel BUTLER Daniel 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 Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 06 January 2021
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This was presented at Blue Series: Latest Developments in Business & Succession Planning .

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Individual sessions

Estate Planning

Author(s):  Bruce COOK

Materials from this session:

Tax Effective Divorces

Author(s):  Paul HOCKRIDGE

Materials from this session:

Retirement & Restructuring Planning

Author(s):  Daniel BUTLER

Materials from this session:

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