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Successful SMSFs succession planning presentation
Published on 14 Aug 14 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers:
- SMSF succession planning
- incapacity risks
- control on death
- tax effective payment of benefits
- planning tools – nominations
- redesigning pensions
- down the track issues
- insurance.
Author profile
Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
This was presented at National Superannuation Conference 2014 .
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Individual sessions
Calculating exempt current pension income
Author(s): Brad TWENTYMANMaterials from this session:
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Issues for the claiming of FITOs
Author(s): Ross StephensMaterials from this session:
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Non-arm’s length income – How does it apply and where is it at?
Author(s): Simon TISHERMaterials from this session:
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The role of a 'tax manager' in a large superannuation fund
Author(s): Chris LOVELLMaterials from this session:
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Successful SMSF succession planning
Author(s): Thalia KALABOUKAS, Bernie O'SULLIVANMaterials from this session:
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Tax and infrastructure investments
Author(s): Connie van Werkum, Angus WilsonMaterials from this session:
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Views from a custodian
Author(s): Michael GIDDINGS, Zaf KardarasMaterials from this session:
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The role of 'tax manager' in a superannuation fund
Author(s): Philip WITHEROWMaterials from this session:
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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry
Author(s): Shayne CARTERMaterials from this session:
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LRBAs and insurance
Author(s): Peter HOGANMaterials from this session:
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