shopping_cart

Your shopping cart is empty

Practical SMSF estate planning case study presentation

Member Price: Free
Non Member Price: $15.00

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 29 Mar 17 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what to do with existing binding death benefit nominations, SMSF trust deeds, rules and pension documents?
  • how does the $1.6 million pension cap limit the amount of death benefits that can be paid in the form of the pension? keep it or cash it out?
  • how much counts towards the revisionary pension’s $1.6 million pension cap and when?
  • pecial rules applying to the pension cap in relation to pensions payable to children on death?
  • using testamentary trusts as part of the estate plan – tips and traps for the SMSF advisor.

Author profiles

Hugh Taylor CTA
Hugh is a Client Director in the Tax Consulting Group at Pitcher Partners Sydney. Since joining the firm in 1984, Hugh has over 25 years’ experience in chartered accounting and specialises in superannuation, retirement planning and administration of self-managed funds. Hugh has developed relationships with lawyers, actuaries and other professional advisors to further assist and support the retirement and estate planning needs of clients. He also works closely with financial planners and is a representative for Pitcher Partners NSW Financial Services Pty Ltd. - Current at 13 March 2017
Click here to expand/collapse more articles by Hugh TAYLOR.
Andrew Frankland CTA
Andrew Frankland, CTA is a partner at Bartier Perry Lawyers and holds qualifications in both accounting and law. He has many years’ experience providing comprehensive estate and business succession planning services including structuring, tax advice and the implementation of all relevant documentation. The 2017 Doyles Guide listed Andrew as a Leading Lawyer in NSW and a Recommended Lawyer for Australia in the area of Wills, Estates & Succession Planning - Current at 19 September 2018
Click here to expand/collapse more articles by Andrew FRANKLAND.
Lisa To
Lisa works for Bartier Perry.
Campbell Vidgen
has been with for Macquarie Private Bank for more than five years, providing comprehensive wealth management and investment advice to high net worth individuals, senior executives and families seeking a high level of personal service. Prior to joining Macquarie, Campbell worked in a number of senior leadership roles at one of the world’s largest privately owned companies concentrating on mergers and acquisitions and private equity investments. Campbell specialises in complex financial issues faced by ultra- high net worth individuals and families that operate globally with US, Asian, UK, Guernsey, South African and European domiciled clients. Campbell works hard to ensure his clients gain the right mix of insight, due diligence and market intelligence, and is committed to working closely with his clients to optimise their financial future.

 

This was presented at 14th Annual Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Super reform advice issues: The contribution implications

Author(s):  Liz WESTOVER

Materials from this session:

Auditing of SMSFs – Current issues

Author(s):  Jo Heighway

Materials from this session:

Strategic pension planning

Author(s):  David BARRETT

Materials from this session:

Practical SMSF estate planning case study

Author(s):  Hugh TAYLOR,  Andrew FRANKLAND,  Lisa To,  Campbell Vidgen

Materials from this session:

SMSFs and the ATO

Author(s):  Kasey MacFarlane

Materials from this session:

Changes to impact on the SMSF landscape in the last 12 months

Author(s):  Peter HOGAN

Materials from this session:

Further details about this event:

 

Copyright Statement