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Successful SMSFs succession planning presentation

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Non Member Price: $15.00

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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

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 05 September 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

Calculating exempt current pension income

Author(s):  Brad TWENTYMAN

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Issues for the claiming of FITOs

Author(s):  Ross Stephens

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Non-arm’s length income – How does it apply and where is it at?

Author(s):  Simon TISHER

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

Author(s):  Chris LOVELL

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Successful SMSF succession planning

Author(s):  Thalia KALABOUKAS,  Bernie O'SULLIVAN

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Tax and infrastructure investments

Author(s):  Connie van Werkum,  Angus Wilson

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Views from a custodian

Author(s):  Michael GIDDINGS,  Zaf Kardaras

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The role of 'tax manager' in a superannuation fund

Author(s):  Philip WITHEROW

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

Author(s):  Shayne CARTER

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LRBAs and insurance

Author(s):  Peter HOGAN

Materials from this session:

Further details about this event:

 

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