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Masterclass – Succession of a super fund presentation

Published on 08 Nov 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what governs the relationship?
  • succession of control in SMSF
  • is a BDBN valid?
  • what happens when no BDBN?
  • the real impact of the changes
  • blended family issues.

Author profile

Laura Hanrahan
Laura is a Senior Associate with HopgoodGanim Lawyers in Brisbane. She practices exclusively in the areas of superannuation, estate planning and administration. She assists clients in a range of matters including wills, testamentary trusts, powers of attorney, superannuation, family discretionary trusts and the administration of deceased estates. She has a background that includes family law, business services and taxation and is experienced to deal with the variety of issues associated with preparing comprehensive estate plans for clients. A member of the Society of Trust and Estate Practitioners and the SMSF Association of Australia, Laura regularly presents papers on relevant superannuation and estate matters to various industry audiences. - Current at 29 May 2019
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This was presented at 2018 WA Tax Intensive .

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

Individual sessions

Masterclass –Valuations in the tax arena: Methodologies, tax implications and recent legal cases

Author(s):  Nicki Ivory

Materials from this session:

Masterclass – Part IVA analysis: Practical examples

Author(s):  Jonathan Woodger

Materials from this session:



Further details about this event:

 

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