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Superannuation and estate planning strategies paper


This paper looks at:

  • tax effective super payments on death
  • succession to the SMSF and minimising disputes
  • anti-detriment deductions under 279D and providing a gross up on death
  • dealing with excess benefits.

Author profile:

Author Photo - Daniel Butler CTA
Daniel Butler CTA
Dan is one of Australia's leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the ATO's Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute's National Superannuation Committee, a member of the Law Institute of Victoria's Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne's Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor. Current at 19 September 2016 Click here to expand/collapse more articles by Daniel BUTLER.

This was presented at Death & Taxes.

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

Individual sessions

Succession planning: prevention is better than cure

Author(s):  Bernie O'SULLIVAN

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Claims against wills

Author(s):  Richard BOADEN

Materials from this session:

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