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Divorce, death and super – how to exit an SMSF podcast

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Non Member Price: $43.00

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Published on 21 Jul 22 by NATIONAL DIVISION, THE TAX INSTITUTE

Exiting an SMSF can have its challengers, particularly as a result of a divorce or death. In this paper, Phil and Philippa address these issues including:

  • Options and procedural requirements for exiting a member on divorce
  • Liquidity issues and in specie transfers from SMSFs in the context of death and divorce
  • Key steps on death of a member, including super law requirements and practical considerations and;
  • Tax considerations in relation to payment of death benefits

Author profile

Philippa Briglia
Philippa is a senior associate at Sladen Legal and works with Phil Broderick in the superannuation team. She has extensive experience in advising on the superannuation regulatory framework, particularly in an SMSF context. She regularly provides advice on complex structures and arrangements involving SMSFs and SMEs. Philippa has been published in numerous industry publications, including the Tax Institute Journal. She has presented at seminars and conferences held by the Tax Institute, the Television Education Network, and Leo Cussen Centre for Law. - Current at 20 June 2022
Click here to expand/collapse more articles by Philippa Briglia.

 

This was presented at Yarra Valley Tax Retreat .

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