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SMSF pensions: Tax and succession planning paper

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Published on 26 Sep 11 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • pension commencement and cessation
  • tax exemption in the fund
  • prohibition against adding to capital
  • death benefit planning
  • lump sum tax.

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers heads Cowell Clarke’s Tax & Revenue Group. Peter advises and acts for a wide range of public and private companies, as well as the trustees of SMSFs. His areas of expertise include income tax (as it impacts on business and high net worth clients), CGT, GST, state taxes and superannuation law. Peter also undertakes succession planning work and is involved in significant business restructures. Regularly involved in advising SMSF trustees on issues associated with superannuation income streams, he is the co-author of The Tax Institute title, SMSF Income Stream Guide. - Current at 06 June 2017
Click here to expand/collapse more articles by Peter SLEGERS.

 

This was presented at Pt Lincoln Seminar .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Trust streaming and distribution issues

Author(s):  Peter SLEGERS

Materials from this session:

SMSF pensions: Tax and succession planning

Author(s):  Peter SLEGERS

Materials from this session:

Structuring and restructuring overview

Author(s):  Sarah McEachern

Materials from this session:

Further details about this event:

 

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