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SMSFs & family law & relationship breakdowns paper

Published on 25 Feb 20 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • how best to minimise risk when admitting a spouse to an SMSF
  • what is the best way to split super?
  • how do the preservation, tax free percentage, transfer balance cap and other rules work?
  • what are the key strategies, key traps and tips?
  • what if there are contraventions –– the best way to deal with the ATO.

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 04 August 2020
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This was presented at Tax & Family Law Intensive .

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