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Succession planning – The superannuation issues presentation


This presentation covers:

  • succession planning and SMSFs
  • use of CGT cap as a succession planning strategy
  • strategies for risk management and control of death benefits.

Author profiles

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter heads Cowell Clarke's tax and revenue practice group. He advises and acts for a wide range of public and private companies as well as for the trustees of self managed superannuation funds. Peter’s areas of expertise include: income tax (as it impacts on business and high net worth clients); capital gains tax; goods and services tax; state taxes and superannuation law. Peter is regularly involved in advising SMSF trustees on issues associated with superannuation income streams. Peter is a member of the Australian Institute of Company Directors and the SMSF Professionals Association of Australia Ltd in addition to being a member of the Tax Institute’s South Australian State Council. - Current at 08 October 2019
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Nicole Santinon
Nicole Santinon, LLB (Hons), B Int. Stds, Prof. Cert. SMSF, ATI Senior Associate Cowell Clarke Nicole is a senior associate in Cowell Clarke’s tax and revenue group. Nicole specialises in self-managed superannuation and tax planning and structuring advice, including corporate tax, GST, capital gains issues and stamp duty. She advises on commercial issues in areas including business transactions, capital reductions, mergers and acquisitions, business succession planning, business restructuring, asset protection and succession planning. Nicole has completed her professional certificate in Self Managed Superannuation at Adelaide University, the Tax Institute Foundation Tax Course and participated in the Australian Institute of Company Directors Foundations of Directorship Course. Nicole is also a member of the SMSF Professional Association of Australia Ltd and of the Women Lawyers Association of South Australia. - Current at 19 July 2017
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This was presented at 2017 SA Estate & Business Succession Planning Day .

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

Individual sessions

Setting the scene

Author(s):  Julie VAN DER VELDE

Materials from this session:

The deal is done – What next?

Author(s):  Brett ZIMMERMANN

Materials from this session:

Further details about this event:


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