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Tax & Succession Planning for Self Managed Super Funds seminar paper

Published on 25 Nov 03 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Issues covered in this seminar paper include:
- restructuring from the discretionary trust to the SMSF as the preferred family wealth accumulation vehicle
- business real property contribution strategies
- step by step process of establishing allocated and complying pensions
- asset segregation and tax planning within the fund
- maximising the effectiveness of pension income streams
- options and strategies upon death of a member
- binding and non-binding death benefit nominations - common pitfalls associated with nominations
- interface between superannuation and the Will including use of testamentary trusts
- reversionary pensions, commutations and residual capital values.

Author profiles:

Stephen HEATH

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Peter SLEGERS

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Individual sessions

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