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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
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 September 2017
This was presented at National Superannuation Conference 2014 .
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Individual sessions
Calculating exempt current pension income
Author(s): Brad TWENTYMANMaterials from this session:
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Issues for the claiming of FITOs
Author(s): Ross StephensMaterials from this session:
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Non-arm’s length income – How does it apply and where is it at?
Author(s): Simon TISHERMaterials from this session:
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The role of a 'tax manager' in a large superannuation fund
Author(s): Chris LOVELLMaterials from this session:
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Successful SMSF succession planning
Author(s): Thalia KALABOUKAS, Bernie O'SULLIVANMaterials from this session:
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Tax and infrastructure investments
Author(s): Connie van Werkum, Angus WilsonMaterials from this session:
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Views from a custodian
Author(s): Michael GIDDINGS, Zaf KardarasMaterials from this session:
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The role of 'tax manager' in a superannuation fund
Author(s): Philip WITHEROWMaterials from this session:
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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry
Author(s): Shayne CARTERMaterials from this session:
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LRBAs and insurance
Author(s): Peter HOGANMaterials from this session:
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