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Supercharged! Business succession planning with SMSFs 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 13 Nov 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • succession planning for SMSFs with significant business real property assets
  • asset may be integral to the family business - selling to a third party may not be desirable 
  • superannuation brings additional restrictions and complexities, compared with other business/investment vehicles (eg companies, family trust).

Author profile

Tasha Naige
Tasha is an experienced commercial lawyer at DMAW Lawyers. She advises some of the most prominent businesses and organisations based in South Australia. She has acted on a number of significant major projects for clients, including restructures, sales of business and other assets, and legal due diligence. Tasha has specialist skills in superannuation and financial services, acting for public sector, retail and industry superannuation funds, SMSFs, friendly societies and AFS licensees. She is also often engaged for advice on complex financing arrangements, consultancy agreements, service agreements, information technology and intellectual property matters and privacy laws. Tasha is also very skilled and experienced in personal property securities law and oversees PPSR related matters for clients across the firm. She is a regular speaker at various tax and superannuation forums, and has presented for ASFA, The Tax Institute and the Law Council of Australia National Superannuation Law Conference. She is a member of the Women in Super (SA) committee. - Current at 22 January 2020
Click here to expand/collapse more articles by Tasha NAIGE.

 

This was presented at Estate and Business Succession Planning Day .

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

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Author(s):  Julie VAN DER VELDE,  Brett ZIMMERMANN

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Passing assets to the next generation

Author(s):  Judith CHOATE

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Business (and family office) restructuring pre-death

Author(s):  Sonia Mascolo

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Death (deceased estates) - The tax issues within deceased estates

Author(s):  James Blackburn,  Vanessa Stillwell

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Supercharged! Business succession planning with SMSFs

Author(s):  Tasha NAIGE

Materials from this session:

Further details about this event:

 

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