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Successful SMSF succession planning paper

Member Price: $57.00
Non Member Price: $75.00

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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 14 Aug 14 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

understanding what is involved in SMSF succession planning
contemplating incapacity and associated risks
planning who will control the SMSF on death
determining tax effective methods to distribute benefits
utilising concurrent and cascading nominations
redesigning current pensions: the fresh, the reversionary and the non-commutable.

Author profiles

Thalia KALABOUKAS

Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006

More by Thalia KALABOUKAS

Achieving a successful SMSF succession plan paper - 11-November-2014
Superannuation succession planning strategies part 2 paper - 28-November-2013
Release of draft regulation to provide tax certainty … maybe - 01-April-2013
Superannuation - Pensions and death - 01-February-2013
Superannuation - Pensions and death paper - 11-October-2012
Superannuation and death paper - 28-September-2010
Superannuation and death paper - 03-June-2010
Superannuation and death paper - 16-February-2010
Member profile - 01-February-2010
Consultation on the superannuation reforms - The Government's recent response and what it means to you - 01-November-2006

Click here to expand/collapse more articles by Thalia KALABOUKAS.

Bernie O'SULLIVAN

More by Bernie O'SULLIVAN

Intergenerational wealth transfer paper - 26-May-2022
If you had your time again - Lessons from the grave paper - 20-July-2017
Succession & estate planning – Money, family & fights paper - 08-October-2015
Achieving a successful SMSF succession plan paper - 11-November-2014
Should you offer estate planning to your clients? paper - 14-November-2013
Should you offer estate planning to your clients? paper - 16-May-2013
Superannuation death benefits and reversionary pensions paper - 08-August-2012
Wealth succession: The new world of international wills - 01-February-2012
Estate and succession planning paper - 20-May-2011
Family trusts: Successful succession paper - 04-May-2011
Practical estate planning issues for blended families paper - 08-February-2011
Estate & Business Succession Planning 2010 - 01-August-2010
Estate planning for blended families paper - 18-September-2009
Exclusive extract: Estate & Business Succession Planning, 2nd Edition - 01-July-2009
Family trusts: Successful succession paper - 24-September-2008
Testamentary trusts paper 2008 - 24-September-2008
Testamentary trusts paper - 15-August-2008
Family trusts: Successful succession - 23-July-2008
Estate & Business Succession Planning - 01-July-2008
Estate planning paper - 12-October-2007
Glossary: Simpler superannuation reforms - 01-June-2007
Q & A : Superannuation death benefits: are your clients prepared? - 01-February-2007
Superannuation - not so simple paper - 06-October-2006
Member profile: Bernie O'Sullivan - 01-September-2006
Q and A: Superannuation guarantee: warning for employers - 01-June-2006
New superannuation strategies convention paper - 10-September-2004
Superannuation - 02-May-2002
Business succession planning - 12-April-2002
Recent supeannuation reforms - 12-April-2002
Business succession planning - 14-November-2001
Business succession planning: case studies - 14-November-2001
Superannuation and Family Law - 22-August-2001
Divorce, Investments and Superannuation Update - 07-June-2001

Click here to expand/collapse more articles by Bernie O'SULLIVAN.

This was presented at National Superannuation Conference 2014 .

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Calculating exempt current pension income

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Calculating exempt current pension income paper

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Calculating exempt current pension income presentation

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DisclaimerThese materials are 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.

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Issues for the claiming of FITOs

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Issues for the claiming of FITOs paper

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Non-arm’s length income – How does it apply and where is it at?

Author(s): Simon TISHER

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Non-arm’s length income – How does it apply and where is it at? paper

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Non-arm’s length income – How does it apply and where is it at? presentation

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Author(s): Chris LOVELL

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The role of a 'tax manager' in a large superannuation fund presentation

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Successful SMSF succession planning

Author(s): Thalia KALABOUKAS, Bernie O'SULLIVAN

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Successful SMSF succession planning paper
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Successful SMSFs succession planning presentation

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Author(s): Michael GIDDINGS, Zaf Kardaras

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Views from a custodian presentation

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Author(s): Philip WITHEROW

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The role of 'tax manager' in a superannuation fund presentation

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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry

Author(s): Shayne CARTER

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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry paper

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LRBAs and insurance

Author(s): Peter HOGAN

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LRBAs and insurance paper

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SMSF risky borrowings risk in super presentation

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Further details about this event:

National Superannuation Conference 2014

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Successful SMSF succession planning paper

Author profiles

Thalia KALABOUKAS

More by Thalia KALABOUKAS

Bernie O'SULLIVAN

More by Bernie O'SULLIVAN

Individual sessions

Calculating exempt current pension income paper

Calculating exempt current pension income presentation

Issues for the claiming of FITOs paper

Non-arm’s length income – How does it apply and where is it at? paper

Non-arm’s length income – How does it apply and where is it at? presentation

The role of a 'tax manager' in a large superannuation fund presentation

Successful SMSF succession planning paper

Successful SMSFs succession planning presentation

Tax and infrastructure investments presentation

Views from a custodian presentation

The role of 'tax manager' in a superannuation fund presentation

Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry paper

LRBAs and insurance paper

SMSF risky borrowings risk in super presentation

Further details about this event:

Copyright Statement

Copyright Statement

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