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Superannuation and succession planning strategies paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 25 Feb 16 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • superannuation and succession planning strategies
  • control of the SMSF - voting mechanisms and successor director issues
  • structuring superannuation death benefits - key issues when paying reversionary pensions and non-commutable pensions
  • when a superannuation proceeds trust is an ideal strategy
  • planning for and managing disputes on death.

Author profile

Rebecca James
Rebecca James, of DBA Lawyers, is an experienced self-managed superannuation fund lawyer, with expertise in advising accountants, financial planners, trustees and financial institutions on superannuation and taxation law matters. She is well known for providing practical and commercially focused advice on all aspects of operating an SMSF, as well as providing superannuation, estate planning and taxation advice. Rebecca has presented for various organisations, including The Tax Institute and the SMSF Association. Rebecca holds a Master of Laws from the University of Melbourne as well as being a Specialist SMSF Advisor. - Current at 04 August 2016
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Superannuation and succession planning strategies

Author(s):  Rebecca JAMES

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