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Successful SMSF succession planning paper

Published on 14 Aug 14 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • understanding what is involved in SMSF succession planning
  • contemplating incapacity and associated risks
  • planning who will control the SMSF on death
  • determining tax effective methods to distribute benefits
  • utilising concurrent and cascading nominations
  • redesigning current pensions: the fresh, the reversionary and the non-commutable.

Author profiles:

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning. Current at 26 July 2016 Click here to expand/collapse more articles by Bernie O'SULLIVAN.
 
Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. Current at 30 June 2015 Click here to expand/collapse more articles by Thalia KALABOUKAS.

This was presented at National Superannuation Conference 2014.

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