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Appreciating the risks (of using SMSFs) presentation

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 FTI
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 18 May 2015
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This was presented at South Australian Tax Intensive .

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

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Division 7A: What now? What next?

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

Author(s):  Tim SANDOW

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

Author(s):  Matthew TRIPODI

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Further details about this event:

 

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