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Tax & Succession Planning for Self Managed Super Funds presentation

Published on 25 Nov 03 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Issues covered in this presentation include:
- restructuring from the discretionary trust to the SMSF as the preferred family wealth accumulation vehicle
- business real property contribution strategies
- step by step process of establishing allocated and complying pensions
- asset segregation and tax planning within the fund
- maximising the effectiveness of pension income streams
- options and strategies upon death of a member
- binding and non-binding death benefit nominations - common pitfalls associated with nominations
- interface between superannuation and the Will including use of testamentary trusts
- reversionary pensions, commutations and residual capital values.

Author profiles:

Author Photo - Stephen HEATH
Stephen HEATH
Current at 21 January 2013 Click here to expand/collapse more articles by Stephen HEATH.
 
Author Photo - Peter SLEGERS
Peter SLEGERS
Current at 03 November 2016 Click here to expand/collapse more articles by Peter SLEGERS.

 

Individual sessions

Further details about this event:

 

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