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Superannuation - Family & intergenerational Planning paper

Published on 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • acquiring and managing business assets
  • funding, including contribution strategies and super gearing
  • other options for leaving property to the next generation
  • avoiding the estate - paying superannuation proceeds direct
  • the top 10 areas where death benefits go wrong.

Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Estate and Business Succession Planning .

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