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Estate planning SMSF style presentation

Published on 10 Aug 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation is primarily focused on the fastest growing vehicle used by superannuants, self-managed superannuation funds (SMSFs), whose members generally represent the self employed, small to medium business proprietors and higher net worth clients attracted to the greater investment choice, asset protection, tax effectiveness and estate planning benefits available within an SMSF.

Author profile:

Paul Berresford CTA
Paul is a Director with Optimus Financial Group. Over the last seven years, he has specialised in investment, superannuation, and financial advice, and has led Optimus to be an AFS Licensee with the firm having in excess of $100 million under its administration. Having become a specialist Family Superannuation Adviser, Paul has a wealth of knowledge in the areas of retirement and wealth accumulation strategies, estate planning, SMSF compliance, investment advice, and risk insurance and portfolio management. Current at 21 June 2006
 

This was presented at Estate Planning: Tips, Traps & Strategies.

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