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 Current at 21 April 2009
Click here to expand/collapse more articles by Daniel FRY.