shopping_cart

Your shopping cart is empty

Successful SMSF 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 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 Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. - Current at 30 June 2015
Click here to expand/collapse more articles by Thalia KALABOUKAS.
Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at National Superannuation Conference 2014 .

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

Individual sessions

Calculating exempt current pension income

Author(s):  Brad TWENTYMAN

Materials from this session:

Issues for the claiming of FITOs

Author(s):  Ross Stephens

Materials from this session:

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

Author(s):  Simon TISHER

Materials from this session:

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

Author(s):  Chris LOVELL

Materials from this session:

Successful SMSF succession planning

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

Materials from this session:

Tax and infrastructure investments

Author(s):  Connie van Werkum,  Angus Wilson

Materials from this session:

Views from a custodian

Author(s):  Michael GIDDINGS,  Zaf Kardaras

Materials from this session:

The role of 'tax manager' in a superannuation fund

Author(s):  Philip WITHEROW

Materials from this session:

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

Author(s):  Shayne CARTER

Materials from this session:

LRBAs and insurance

Author(s):  Peter HOGAN

Materials from this session:

Further details about this event:

 

Copyright Statement