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Wealth migration to and from SMSFs


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

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter heads Cowell Clarke's tax and revenue practice group. He advises and acts for a wide range of public and private companies as well as for the trustees of self managed superannuation funds. Peter’s areas of expertise include: income tax (as it impacts on business and high net worth clients); capital gains tax; goods and services tax; state taxes and superannuation law. Peter is regularly involved in advising SMSF trustees on issues associated with superannuation income streams. Peter is a member of the Australian Institute of Company Directors and the SMSF Professionals Association of Australia Ltd in addition to being a member of the Tax Institute’s South Australian State Council. - Current at 08 October 2019
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Lee Jurga
Lee is a Senior Taxation Specialist in the Tax Consulting Team at Perks in Adelaide. He has 13 years of both private and public sector experience advising on State and Federal taxation issues and has recently returned to private practice after managing the land tax assessment team within RevenueSA. He advises SME and high net worth individuals on a range of tax effective strategies from both a State and Federal tax perspective. - Current at 03 December 2019
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