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Incapacity and control presentation

Published on 28 Oct 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • planning for incapacity
  • SMSF and enduring powers of attorney
  • control of SMSF.

Author profile:

Mercia Stoltz CTA
Mercia recently joined the Commercial Department of Bennett & Philp where she specialises in succession planning and superannuation advice. Mercia has a Masters of Taxation from the University of New South Wales and many years' experience as a wills, estates and tax lawyer having previously worked as a tax litigator with the South African Revenue Service and as tax consultant at PwC. Prior to joining Bennett & Philp Mercia gained experience in issues facing small to medium sized tax advisors, both as a sole practitioner and a senior associate at a mid-tier firm. Current at 07 April 2015
 

This was presented at Estate Planning.

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