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Wealth migration to and from SMSFs

Published on 01 Aug 08 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

This article canvasses some topical issues and emerging practices relevant to the migration of wealth to and from self-managed superannuation funds under the Simplified Superannuation tax regime. In the authors’ experience, the tax policy shift from a regime that focussed on “exit” to one that now predominantly focuses on “entry” is having a significant impact on funding and transactions involving SMSFs, especially for high net worth taxpayers.

Author profiles:

Lee JURGA
Lee is a Lawyer with Thomson Playford.
Current at May 2009
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Peter SLEGERS

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