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Successful SMSFs succession planning presentation


This presentation covers:

  • SMSF succession planning
  • incapacity risks
  • control on death
  • tax effective payment of benefits
  • planning tools – nominations
  • redesigning pensions
  • down the track issues
  • insurance.

Author profile:

Bernard O'Sullivan CTA
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 26 July 2016 Click here to expand/collapse more articles by Bernie O'SULLIVAN.

This was presented at National Superannuation Conference 2014.

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

Individual sessions

Issues for the claiming of FITOs

Author(s):  Ross Stephens

Materials from this session:

The role of a 'tax manager' in a large superannuation fund

Author(s):  Chris LOVELL

Materials from this session:

Tax and infrastructure investments

Author(s):  Connie van Werkum,  Angus Wilson

Materials from this session:

Views from a custodian

Author(s):  Michael GIDDINGS,  Zaf Kardaras

Materials from this session:

The role of 'tax manager' in a superannuation fund

Author(s):  Philip WITHEROW

Materials from this session:

Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry

Author(s):  Shayne CARTER

Materials from this session:

Further details about this event:


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