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SMSF’S - Succession issues 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 02 Jun 11 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • estate planning in general
  • SMSFs & control
  • incapacity & SMSFs
  • timing of death benefits payments
  • to whom can benefits be paid?

Author profile

Lyn Formica
Lyn is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). - Current at 05 May 2017
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This was presented at Private Business Tax Retreat .

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Individual sessions

Living with Division 7A

Author(s):  Brian J RICHARDS,  Paul BANISTER

Materials from this session:

SME - Structures and transactions

Author(s):  Murray GRAHAM,  Thomas TULLEY,  Peter Glindemann

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SME - Structures and transactions

Author(s):  Mark WEST,  Reuben Bramanathan

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SMSF's - Succession issues

Author(s):  Lyn FORMICA

Materials from this session:

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