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Superannuation – The forgotten years case studies paper

Published on 23 Oct 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • relevant law
  • background facts for case studies
  • case study 1 – new fit out
  • case study 2 – financial woes
  • case study 3 – leases
  • case study 4 – member mishaps
  • case study 5 – the next generation
  • case study 6 – business partners.

Author profile:

Tasha Naige
Tasha Naige is a senior commercial lawyer at DMAW Lawyers who specialises in superannuation law. She advises on the full range of superannuation-related matters for both large funds and self-managed superannuation funds. Tasha is often engaged to provide investment structuring, compliance and death benefit nomination/payment advice to trustees of self-managed superannuation funds - including in complex areas. She is a regular speaker at various tax and superannuation forums, and has presented for The Tax Institute, ASFA (Association of Superannuation Funds of Australia), and at the Law Council of Australia's National Superannuation Law Conference. Current at 20 September 2016 Click here to expand/collapse more articles by Tasha NAIGE.
 

This was presented at 2014 South Australian Tax Intensive.

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Structuring and restructuring family businesses case studies

Author(s):  Jim MCMILLAN

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