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5 SMSF estate matters you must talk to your client about presentation

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Non Member Price: $15.00

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Published on 23 May 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • dealing with control of SMSFs
  • powers of attorney
  • transfer balance cap strategies
  • binding death benefit nominations.

 

 

 

Author profiles

Heather Gray CTA
Heather is a superannuation law partner at Hall & Wilcox Lawyers. She has been involved in the development and implementation of superannuation policy through her roles as a member (and former Chair) of the Superannuation Committee of the Law Council of Australia and as a member of regulatory consultative committees and of the Board of Taxation Advisory Panel. A frequent speaker at superannuation conferences, she is a Chartered Tax Adviser, a member of the Australian Institute of Superannuation Trustees and the Australian Institute of Company Directors, and holds Honours degrees in Law and in Arts from the University of Melbourne. - Current at 31 May 2019
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William Moore
William Moore leads Hall & Wilcox’s national Private Client practice. With over 15 years' of experience, William helps clients to work through their succession planning goals and issues. William is widely regarded as a leading practitioner in the area of succession planning, trusts, estates and estate litigation. William prides himself on giving practical advice and understanding the client's needs and business intimately to give them the best results. William is a ranked individual in Chambers High Net Worth 2024 for Private Wealth Law, a Law Institute of Victoria Accredited Specialist in Wills & Estate Law, a recommended Wills, Estates and Succession Planning Lawyer and Wills & Estates Litigation Lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 27 August 2024
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Individual sessions

5 SMSF estate matters you must talk to your client about

Author(s):  Heather GRAY,  William Moore

Materials from this session:

Further details about this event:

 

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