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  2014

SMSF property holdings - Passing the baton to the next generation

Source: South Australia

Published Date: 19 Mar 2014

 
Significant time and effort is often spent on getting real property assets into superannuation to enable the members to enjoy the tax benefits associated with that environment.

This session explored the potential to retain these assets within the super environment to allow the next generation to enjoy those benefits, and to keep important real property assets "in the family'. Practical case studies were used to illustrate the issues and explore some potential strategies including:

  • the potential use of insurance
  • contribution, pension and membership management strategies for achieving an intergenerational asset transfer
  • the importance of SMSF estate planning to achieve this goal.

SMSF property holdings - Passing the baton to the next generation

Author(s): Daniel Jenkinson
Materials from this session:

Details

  • Published On:19 Mar 2014
  • Took place at:Online

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2014

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