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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 KALABOUKAS
Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006 Current at 11 February 2013 Click here to expand/collapse more articles by Thalia KALABOUKAS.
 

 

This was presented at Succession Planning Masterclass .

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