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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 has been a senior member of the FirstTech team since 1999 and has over 12 years experience in the financial services industry. Besides representing Colonial First State at a range of industry and regulatory forums, Craig is actively involved in both course development and presenting for Kaplan and is a SPAA specialist adviser.
Current at 14 May 2008 Current at 18 June 2008 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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