Published on 22 Mar 00
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This powerpoint presentation covers the new member/trustee rules; who is an 'employee', SMSFs - advantages and disadvantages; alternatives to a SMSF structure; critical dates and time frames and deed amendments.
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning.
- Current at
05 September 2016