Skip to main content
shopping_cart

Your shopping cart is empty

Superannuation succession planning strategies paper

Published on 23 Oct 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • the importance of family dynamics in trustee-member combinations
  • appropriate trustee structures – including advantages of a corporate trustee
  • reversionary pensions, binding nominations and ‘hard wired’ deeds as tools to achievesuccession planning
  • planning for incapacity of an SMSF member.

Author profiles:

Murray Wyatt
Murray entered the profession in 1972 as a practising accountant. He has since gained considerable experience in financial planning and retirement consulting, making him one of the most experienced practitioners in the industry. His breadth of knowledge, passion, and experience led to his appointment as Chair of CPA Australia's Superannuation Centre of Excellence, a position which he held for nine years. He represented the industry at a national government level, helping develop and implement superannuation policy and legislation. Current at 22 October 2013 Click here to expand/collapse more articles by Murray WYATT.
 
Nathan Papson CTA
Nathan is a lawyer with DBA Lawyers. Current at 01 June 2012 Click here to expand/collapse more articles by Nathan PAPSON.
Individual sessions

Further details about this event:

 

Copyright Statement