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SMSF succession and estate planning presentation

Member Price: Free
Non Member Price: $15.00

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 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • loss of capacity – individual trustee
  • loss of trustee capacity – corporate trustee
  • planning for loss of capacity
  • enduring powers of attorney
  • death – individual trustees.

Author profile

Craig Day
Craig Day is the Head of Technical Services for Colonial First State and has over 25 years experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 23 January 2026
Click here to expand/collapse more articles by Craig DAY.

 

This was presented at NSW 11th Annual Estate & Business Succession Planning .

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

Individual sessions

Exiting a private corporate structure

Author(s):  Kelvin FITZALAN,  Ryan Smith

Materials from this session:

SMSF estate planning

Author(s):  Craig DAY

Materials from this session:

“Notions, potions and other magic charms” – Notional estate and family provision

Author(s):  Therese CATANZARITI

Materials from this session:

Exit of minority shareholders

Author(s):  Christelle Santelli

Materials from this session:

In superannuation and estate planning even the best laid plans can go astray

Author(s):  Lisa ODDO

Materials from this session:

If you have assets or entities offshore – How certain can you be that they will pass intact to the next generation?

Author(s):  Ken SCHURGOTT

Materials from this session:

Further details about this event:

 

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