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Superannuation succession planning strategies paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 01 June 2012
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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 22 October 2013
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Individual sessions

Superannuation succession planning strategies

Author(s):  Nathan PAPSON,  Murray WYATT

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