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How a SMSF has a role in succession planning presentation

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Non Member Price: $15.00

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Published on 29 Jan 04 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- integration of SMSF with business
- employer ETPs
- lump sum or pension?
- features of pensions
- pension commutation
- distributions in specie.

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 Business Succession Planning .

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Individual sessions

Introduction/Business Structures

Author(s):  Trevor SPRATT

Materials from this session:

How a SMSF has a role in succession planning

Author(s):  Peter SLEGERS

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Buy/Sell Agreements

Author(s):  Paul INGRAM,  Kirrily MITCHELL

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