This presentation covers:
- SMSF succession planning
- incapacity risks
- control on death
- tax effective payment of benefits
- planning tools – nominations
- redesigning pensions
- down the track issues
- insurance.
Estate planning
Succession
2014
Achieving a successful SMSF succession plan
Source: Victoria
Published Date: 11 Nov 2014
Individual Session
Achieving a successful SMSF succession plan
Author(s):
Bernie O'Sullivan CTA
,
Thalia Kalaboukas
Materials from this
session:
Details
- Published By: Thalia Kalaboukas
- Published On:11 Nov 2014
- Took place at:RACV Club, Melbourne
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Tags
Estate planning
Succession
2014
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