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SMSF property holdings – Passing the baton to the next generation paper

Published on 19 Mar 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the intergenerational asset transfer challenge
  • strategies
  • handing over control of an SMSF
  • death benefits – planning for certainty?

Author profile:

Daniel Jenkinson ATI
Daniel Jenkinson is a principal at DMAW Lawyers, practising in corporate and commercial law, with a particular focus on superannuation and financial services. He has had a particular interest in superannuation for more than 10 years and regularly acts for the trustees of APRA regulated funds, public sector funds, SMSFs, employers, accountants and other advisers in connection with all aspects of superannuation law. Daniel is a member of The Tax Institute’s Technical Resource Committee (SA). Current at 10 February 2016 Click here to expand/collapse more articles by Daniel JENKINSON.
 
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