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Wealth migration to and from SMSFs presentation

Published on 26 May 08 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation canvasses the strategies and emerging practices associated with the transfer of wealth to and from SMSFs. It also reviews the CGT, stamp duty and commercial issues associated with the transfer of wealth back to non-superannuation entities for the benefit and control of the next generation. Topics covered include:

  • maximisation of contribution caps
  • issues for trust and company structures
  • interface with small business CGT concessions
  • in specie distributions and contributions
  • employment termination payments including transitional termination payments.

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers heads Cowell Clarke’s Tax & Revenue Group. Peter advises and acts for a wide range of public and private companies, as well as the trustees of SMSFs. His areas of expertise include income tax (as it impacts on business and high net worth clients), CGT, GST, state taxes and superannuation law. Peter also undertakes succession planning work and is involved in significant business restructures. Regularly involved in advising SMSF trustees on issues associated with superannuation income streams, he is the co-author of The Tax Institute title, SMSF Income Stream Guide. - Current at 06 June 2017
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This was presented at Superannuation Intensive .

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