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Incapacity and control presentation

Member Price: Free
Non Member Price: $15.00

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Published on 28 Oct 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • planning for incapacity
  • SMSF and enduring powers of attorney
  • control of SMSF.

Author profile

Mercia Stoltz
Mercia recently joined the Commercial Department of Bennett & Philp where she specialises in succession planning and superannuation advice. Mercia has a Masters of Taxation from the University of New South Wales and many years' experience as a wills, estates and tax lawyer having previously worked as a tax litigator with the South African Revenue Service and as tax consultant at PwC. Prior to joining Bennett & Philp Mercia gained experience in issues facing small to medium sized tax advisors, both as a sole practitioner and a senior associate at a mid-tier firm. - Current at 07 April 2015

 

This was presented at Estate Planning .

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The problem with the deal done at the dinner table

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Control of trusts

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Special purpose trusts

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Death, CGT event K6, and Division 149

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What will happen to the business?

Author(s):  Peter J MCKNOULTY

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Incapacity and control generally and in SMSFs

Author(s):  Mercia Stoltz

Materials from this session:

Further details about this event:

 

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