Published on 17 Sep 09
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Note: This presentation is an updated version of the presentation given at the National Convention in March 2009 held in Sydney.
With approximately one in five families in Australia being a blended family, this paper focuses on the succession planning issues that arise, including:
- the different approaches to structuring a will
- dealing with superannuation death benefits
- passing control of discretionary trusts.
Daniel Fry FTIA is a Partner at taxation law firm Norton & Smailes in Western Australia. He began his
career as a Chartered Accountant at Arthur Andersen in its superannuation and tax division and has been
a Solicitor with Norton & Smailes since 1999. Daniel practises in all areas of tax but mainly specialises in
superannuation, trusts, capital gains tax, and estate and succession planning.
Current at 12 March 2009
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