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SMSF succession and estate planning presentation

Published on 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • loss of capacity – individual trustee
  • loss of trustee capacity – corporate trustee
  • planning for loss of capacity
  • enduring powers of attorney
  • death – individual trustees.

Author profile:

Craig Day
Craig is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 16 years experience in the financial services industry. As part of the FirstTech team, Craig is responsible for providing specialist technical support to Colonial First State’s investment, superannuation and advice businesses and to act as a media spokesman on superannuation and retirement planning issues. Craig regularly presents at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education. Craig holds a Bachelor of Science and a Diploma of Financial Planning and is a SPAA SMSF Specialist Adviser. Current at 05 January 2016 Click here to expand/collapse more articles by Craig DAY.
 

This was presented at NSW 11th Annual Estate & Business Succession Planning.

Get a 20% discount when you buy all the items from this event.

Individual sessions

SMSF estate planning

Author(s):  Craig DAY

Materials from this session:


Exit of minority shareholders

Author(s):  Christelle Santelli

Materials from this session:



Further details about this event:

 

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