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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 CTA
Nathan is a lawyer with DBA Lawyers. - Current at 30 August 2017
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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 30 August 2017
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