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Tax & Succession Planning for Self Managed Super Funds seminar paper
Published on 25 Nov 03 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Issues covered in this seminar paper include:
- restructuring from the discretionary trust to the SMSF as the preferred family wealth accumulation vehicle
- business real property contribution strategies
- step by step process of establishing allocated and complying pensions
- asset segregation and tax planning within the fund
- maximising the effectiveness of pension income streams
- options and strategies upon death of a member
- binding and non-binding death benefit nominations - common pitfalls associated with nominations
- interface between superannuation and the Will including use of testamentary trusts
- reversionary pensions, commutations and residual capital values.
Author profiles
Stephen Heath CTA-Life
Stephen Heath, CTA, is a Partner in the Taxation & Revenue section of Wallmans Lawyers, with his principal practice areas being superannuation and tax. He also works on general commercial matters with a focus on tax planning, business structuring and insurance. Steve is a recent past member of The Tax Institute’s State Council and National Council.
- Current at
08 July 2019
Peter Slegers CTA
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
Individual sessions
Tax & Succession Planning for Self Managed Super Funds
Author(s): Stephen HEATH, Peter SLEGERSMaterials from this session:
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