shopping_cart

Your shopping cart is empty

  • Home
  • Successful SMSFs succession planning presentation

Successful SMSFs succession planning presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 12 September 2017
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

Materials from this session:

Issues for the claiming of FITOs

Author(s):  Ross Stephens

Materials from this session:

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

Author(s):  Simon TISHER

Materials from this session:

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

Author(s):  Chris LOVELL

Materials from this session:

Successful SMSF succession planning

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

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:

LRBAs and insurance

Author(s):  Peter HOGAN

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse

 

 

About us

Contact us

State Office Contacts

Connect

About Us | Contact Us | Help | Privacy, Copyright and Disclaimer | Conditions of Use | Sitemap | Social Media

© 1996-2017 The Tax Institute (ABN 45 008 392 372 (PRV14016)) All rights reserved.The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.