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Succession planning – The superannuation issues paper
Published on 15 Sep 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- use of the CGT cap
- superannuation death benefits planning.
Author profiles
Peter Slegers CTA
Peter Slegers, CTA, heads Cowell Clarke’s Tax & Revenue, Superannuation and Private Client practice groups. Peter advises and acts for a wide range of public and private companies and high net worth individuals and families. Peter’s areas of expertise include income tax (as it impacts on business and high net worth clients), capital gains tax, goods and services tax, state taxes, trust law and superannuation law. Peter has published numerous papers on trust structures and has considerable experience in this area. Peter is also a co-author of the Tax Institute’s SMSF Income Stream Guide and Cowell Clarke’s Australian Agribusiness Advisers’ Guide.
- Current at
16 April 2024
Nicole Santinon
Nicole Santinon, LLB (Hons), B Int. Stds, Prof. Cert. SMSF, ATI Senior Associate Cowell Clarke Nicole is a senior associate in Cowell Clarke’s tax and revenue group. Nicole specialises in self-managed superannuation and tax planning and structuring advice, including corporate tax, GST, capital gains issues and stamp duty. She advises on commercial issues in areas including business transactions, capital reductions, mergers and acquisitions, business succession planning, business restructuring, asset protection and succession planning. Nicole has completed her professional certificate in Self Managed Superannuation at Adelaide University, the Tax Institute Foundation Tax Course and participated in the Australian Institute of Company Directors Foundations of Directorship Course. Nicole is also a member of the SMSF Professional Association of Australia Ltd and of the Women Lawyers Association of South Australia. - Current at 19 July 2017
This was presented at 2017 SA Estate & Business Succession Planning Day .
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Individual sessions
Preparing your business for sale: “Laying it all bare”
Author(s): Alistair Hutson, Michael JohnsMaterials from this session:
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Things tax practitioners should know about share and business valuations
Author(s): Hugh MCPHARLINMaterials from this session:
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Succession planning – The superannuation issues
Author(s): Peter SLEGERS, Nicole SANTINON, Josh Pascale, Daniel MarateoMaterials from this session:
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Due diligence
Author(s): Sean VAN DER LINDENMaterials from this session:
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Documenting succession arrangements
Author(s): Ben WILSON, Josh CosoffMaterials from this session:
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Setting the scene
Author(s): Julie VAN DER VELDEMaterials from this session:
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The deal is done – What next?
Author(s): Brett ZIMMERMANNMaterials from this session:
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