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SMSFs - Succession issues presentation

Published on 02 Jun 11 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • SMSF & control
  • SMSF & incapacity
  • binding nominations
  • pension or lump sum?
  • tax.

Author profile:

Allan Macpherson
Allan is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. McPherson Super Consulting Pty Ltd is a member of the McPherson Group. As part of the group, Allan also looks after the establishment and ongoing administration of a large number of self-managed superannuation funds. Allan has been involved in the superannuation industry for over 30 years and is well known for his development of retirement and superannuation related strategies. Allan comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice. He is a regular presenter of papers and superannuation workshops for the many professional bodies in Queensland and the southern states.
Current at 1 February 2011.

 

This was presented at Private Business Tax Retreat.

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