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  2013

Superannuation Succession Planning Strategies

Source: Victoria

Published Date: 24 Oct 2013

 
  • This seminar focused on how superannuation can be used as a tool for succession planning and incapacity, a topic that many self-managed superannuation fund ("SMSF') trustees may not have considered in detail. In particular it covered:
  • the importance of family dynamics in trustee-member combinations
  • appropriate trustee structures - including advantages of a corporate trustee
  • reversionary pensions, binding nominations and "hard wired' deeds as tools to achieve succession planning
  • planning for incapacity of an SMSF member.

Superannuation succession planning strategies

Author(s): Nathan Papson CTA , Murray Wyatt
Materials from this session:

Details

  • Published On:24 Oct 2013
  • Took place at:Leonda by the Yarra, Melbourne

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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