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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:

Nathan PAPSON
Current at 15 June 2011 Click here to expand/collapse more articles by Nathan PAPSON.
 
Murray WYATT
Murray is a Director of Morrows Pty Ltd.
Current at 11 October 2005 Current at 21 November 2013 Click here to expand/collapse more articles by Murray WYATT.

 

Individual sessions

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