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Appreciating the risks (of using SMSFs) presentation

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Published on 16 Oct 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overall objective
  • putting assets into the fund
  • assets in the fund
  • estate planning issues.

Author profile

Matthew Tripodi CTA
Photo of author, Matthew TRIPODI Matthew is the founder and Principal of MT Lawyers. He advises on all aspects of Superannuation, estate and succession law, with a specific focus on self-managed superannuation funds and complex estate planning. Prior to establishing MT Lawyers in Adelaide, Matthew had over 12 years' experience working in large commercial law firms. He was a Partner at Minter Ellison in Adelaide, heading up their Superannuation and Estate Planning division. Matthew has also lived and worked overseas in London and Hong Kong. - Current at 21 May 2015
Click here to expand/collapse more articles by Matthew TRIPODI.

 

This was presented at South Australian Tax Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Division 7A: What now? What next?

Author(s):  Andrew NOOLAN

Materials from this session:

Tax consolidations for SME’s - What have we learned?

Author(s):  Tim SANDOW

Materials from this session:

Appreciating the risks: And making sure our clients appreciate them too

Author(s):  Matthew TRIPODI

Materials from this session:

Further details about this event:

 

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