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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 Slegers heads Cowell Clarke’s Tax & Revenue Group. Peter advises and acts for a wide range of public and private companies, as well as the trustees of SMSFs. His areas of expertise include income tax (as it impacts on business and high net worth clients), CGT, GST, state taxes and superannuation law. Peter also undertakes succession planning work and is involved in significant business restructures. Regularly involved in advising SMSF trustees on issues associated with superannuation income streams, he is the co-author of The Tax Institute title, SMSF Income Stream Guide. - Current at 06 June 2017
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This was presented at Business Succession Planning .

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