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5 SMSF estate matters you must talk to your client about presentation

Published on 23 May 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • dealing with control of SMSFs
  • powers of attorney
  • transfer balance cap strategies
  • binding death benefit nominations.

 

 

 

Author profiles

William Moore
William is a Wills, estates and succession planning lawyer, and provides regular advice to clients around personal and business succession planning (including preparation of complex Wills and powers of attorney), estate administration, estate disputes, and trust advice (including establishment, ongoing control, variations, resettlements and vesting issues). William has more than 10 years' experience, and is a member of the Law Institute of Victoria and the Society of Trust and Estate Practitioners. - Current at 31 May 2019
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Heather Gray CTA
Heather is a superannuation law partner at Hall & Wilcox Lawyers. She has been involved in the development and implementation of superannuation policy through her roles as a member (and former Chair) of the Superannuation Committee of the Law Council of Australia and as a member of regulatory consultative committees and of the Board of Taxation Advisory Panel. A frequent speaker at superannuation conferences, she is a Chartered Tax Adviser, a member of the Australian Institute of Superannuation Trustees and the Australian Institute of Company Directors, and holds Honours degrees in Law and in Arts from the University of Melbourne. - Current at 31 May 2019
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Individual sessions

Further details about this event:

 

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