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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:

Thalia KALABOUKAS
Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006 Current at 11 February 2013 Click here to expand/collapse more articles by Thalia KALABOUKAS.
 
Bernie O'SULLIVAN
Current at 24 April 2012 Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at National Superannuation Conference 2014 .

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Individual sessions

Issues for the claiming of FITOs

Author(s):  Ross Stephens

Materials from this session:


The role of a 'tax manager' in a large superannuation fund

Author(s):  Chris LOVELL

Materials from this session:


Tax and infrastructure investments

Author(s):  Connie van Werkum,  Angus Wilson

Materials from this session:

Views from a custodian

Author(s):  Michael GIDDINGS,  Zaf Kardaras

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The role of 'tax manager' in a superannuation fund

Author(s):  Philip WITHEROW

Materials from this session:

Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry

Author(s):  Shayne CARTER

Materials from this session:


Further details about this event:

 

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