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Successful SMSFs succession planning presentation

Published on 14 Aug 14 by NATIONAL DIVISION, THE TAX INSTITUTE

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:

Bernie O'SULLIVAN

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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