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Achieving a successful SMSF succession plan presentation

Published on 11 Nov 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • SMSF succession planning
  • incapacity risks
  • control on death
  • tax effective payment of benefits
  • planning tools – nominations
  • redesigning pensions
  • down the track issues
  • insurance.

Author profile:

Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. Current at 30 June 2015 Click here to expand/collapse more articles by Thalia KALABOUKAS.
 

This was presented at Succession Planning Masterclass.

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