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SMSFs & family law & relationship breakdowns paper

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Non Member Price: $75.00

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 25 Feb 20 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • how best to minimise risk when admitting a spouse to an SMSF
  • what is the best way to split super?
  • how do the preservation, tax free percentage, transfer balance cap and other rules work?
  • what are the key strategies, key traps and tips?
  • what if there are contraventions –– the best way to deal with the ATO.

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel Butler, CTA, is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 40 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 15 January 2025
Click here to expand/collapse more articles by Daniel BUTLER.

 

This was presented at Tax & Family Law Intensive .

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Further issues with tax and family law

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Financial agreements

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SMSFs & family law & relationship breakdowns

Author(s):  Daniel BUTLER

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