shopping_cart

Your shopping cart is empty

SMSF pensions: Tax and succession planning paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes 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.

Published on 26 Sep 11 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • pension commencement and cessation
  • tax exemption in the fund
  • prohibition against adding to capital
  • death benefit planning
  • lump sum tax.

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers, CTA, heads Cowell Clarke’s Tax & Revenue, Superannuation and Private Client practice groups. Peter advises and acts for a wide range of public and private companies and high net worth individuals and families. 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, trust law and superannuation law. Peter has published numerous papers on trust structures and has considerable experience in this area. Peter is also a co-author of the Tax Institute’s SMSF Income Stream Guide and Cowell Clarke’s Australian Agribusiness Advisers’ Guide. - Current at 16 April 2024
Click here to expand/collapse more articles by Peter SLEGERS.

 

This was presented at Pt Lincoln Seminar .

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

Individual sessions

Trust streaming and distribution issues

Author(s):  Peter SLEGERS

Materials from this session:

SMSF pensions: Tax and succession planning

Author(s):  Peter SLEGERS

Materials from this session:

Structuring and restructuring overview

Author(s):  Sarah McEachern

Materials from this session:

Further details about this event:

 

Copyright Statement