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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 CTA
Photo of author, Stephen HEATH Stephen Heath, CTA, is a Partner in the Taxation & Revenue section of Wallmans Lawyers, with his principal practice areas being superannuation and tax. He also works on general commercial matters with a focus on tax planning, business structuring and insurance. Steve is a recent past member of The Tax Institute’s State Council and National Council. - Current at 08 July 2019
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Peter Slegers CTA
Photo of author, Peter SLEGERS Peter heads Cowell Clarke's tax and revenue practice group. He advises and acts for a wide range of public and private companies as well as for the trustees of self managed superannuation funds. Peter’s areas of expertise include: income tax (as it impacts on business and high net worth clients); capital gains tax; goods and services tax; state taxes and superannuation law. Peter is regularly involved in advising SMSF trustees on issues associated with superannuation income streams. Peter is a member of the Australian Institute of Company Directors and the SMSF Professionals Association of Australia Ltd in addition to being a member of the Tax Institute’s South Australian State Council. - Current at 08 October 2019
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Individual sessions

Further details about this event:

 

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