Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  Miscellaneous 2009

Case studies and suggested solutions appreciating the risks: And making sure our clients appreciate them too

Source: South Australia

Published Date: 16 Oct 2009

 

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

This paper uses a case study to focus on:
  • using the small business CGT concessions to get assets into an SMSF
  • obligations of SMSF trustees under the superannuation industry (supervision) legislation and trust law in relation to related party transactions and dealings (particularly for business assets in the current economic climate)
  • estate and succession planning issues for assets held through SMSFs (getting the assets out efficiently and in accordance with the client's wishes).
Author(s)

Individual Session

Appreciating the risks: And making sure our clients appreciate them too

Author(s): Matthew Tripodi
Materials from this session:

Download

Details

  • Published By: Matthew Tripodi
  • Published On:16 Oct 2009
  • Event Name:South Australian Tax Intensive
  • Session Name:Case studies and suggested solutions appreciating the risks: And making sure our clients appreciate them too
  • Read Time:30+ minutes
  • Took place at:The Links Lady Bay Resort, Normanville

The material is copyright. Apart any fair dealing for the purpose 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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Miscellaneous 2009

Share this page