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Tax issues arising from maturing situations in the context of SMSFs presentation

Published on 18 Mar 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • eligible recipients of superannuation death benefits
  • superannuation versus tax-dependant
  • taxation of death benefits
  • superannuation proceeds trust
  • SMSF death benefit nominations
  • reversionary pensions
  • succession planning on incapacity and death.

Author profile

Chris Balalovski CTA
Chris is Executive Director of Private Client Services at EY in Sydney. Chris has extensive experience in providing integrated solutions to the needs of high net wealth individuals and business owners in respect to superannuation (including SMSFs), estate planning, asset protection and taxation. His expertise also includes income tax, GST, FBT, stamp duty, land tax and international tax. Particular industry specialisations include financial services, medical, legal and property development. Chris is also the Chairman of the Self-managed Independent Superannuation Funds Association and is a member of The Tax Institute's Estate Planning Committee. - Current at 19 September 2016
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This was presented at 30th National Convention .

Get a 20% discount when you buy all the items from this event.

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