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How a SMSF has a role in succession planning presentation

Published on 29 Jan 04 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- integration of SMSF with business
- employer ETPs
- lump sum or pension?
- features of pensions
- pension commutation
- distributions in specie.

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter heads Cowell Clarke's tax and revenue practice group. He advises and acts for a wide range of public and private companies as well as for the trustees of self managed superannuation funds. Peter’s areas of expertise include: income tax (as it impacts on business and high net worth clients); capital gains tax; goods and services tax; state taxes and superannuation law. Peter is regularly involved in advising SMSF trustees on issues associated with superannuation income streams. Peter is a member of the Australian Institute of Company Directors and the SMSF Professionals Association of Australia Ltd in addition to being a member of the Tax Institute’s South Australian State Council. - Current at 08 October 2019
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This was presented at Business Succession Planning .

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