shopping_cart

Your shopping cart is empty

SMSF’S - Succession issues paper

Published on 02 Jun 11 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • estate planning in general
  • SMSFs & control
  • incapacity & SMSFs
  • timing of death benefits payments
  • to whom can benefits be paid?

Author profile

Lyn Formica
Lyn is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). - Current at 30 August 2017
Click here to expand/collapse more articles by Lyn FORMICA.

 

This was presented at Private Business Tax Retreat .

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

Individual sessions




Further details about this event:

 

Copyright Statement
click to expand/collapse