Estate planning Succession

Key SMSF developments

Source: Victoria

Published Date: 28 Oct 2011

 

This presentation covers:

  • borrowing (SMSFR 2011/D1):
    • what SMSFR 2011/D1 means for advisers
    • key actions that must be taken
    • tips to add value for SMSF clients looking to borrow
    • most common SMSF borrowing mistakes
  • pensions and succession planning (TR 2011/D3):
    • how TR 2011/D3 impacts SMSFs
    • what succession plans need to be reviewed
    • what TR 2011/D3 means for reversionary pensions.

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Individual Session

Revisionary pensions

Author(s): Bryce Figot
Materials from this session:

Details

  • Published By: Bryce Figot
  • Published On:28 Oct 2011
  • Took place at:Leonda by the Yarra, Hawthorn

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.

Tags

Estate planning Succession Trusts 2011

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