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Seven super sins you must assimilate presentation

Published on 07 Aug 09 by NEW SOUTH WALES LAND TAX

This presentation covers:

  • SMSF is a trust
  • dependency is wrong! (Unless you are moving in)
  • defacto and step-children
  • Alzheimer's
  • don't ignore the living too long risk
  • binding nomination
  • pension tax status?
  • a reversionary pension?
  • forfeiture rule
  • Bankruptcy Act 1966
  • make SMSF future proof.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is in his 30th year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 25 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 19 September 2016
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Seven super sins you must assimilate

Author(s):  Peter BOBBIN

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