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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
Photo of author, Craig DAY Craig is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 19 years’ experience in the financial services industry. In his role Craig is responsible for providing specialist technical support to the Commonwealth Bank of Australia’s investment, superannuation and advice businesses and to act as a media spokesman for Colonial First State 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, is studying for his Masters of Taxation and is an SMSF Association Specialist Adviser. - Current at 08 December 2017
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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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