Superannuation and Estate Planning

From December 2023, these quarterly articles are written by Robyn Jacobson, Senior Advocate at The Tax Institute, and focus on current superannuation and estate planning issues impacting individuals and SME businesses

The Tax Institute

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To read an article, click on the subject matter. 
Superannuation Year End Issues June, 2024
Understanding Payday Super March, 2024
Taxing Unrealised Gains in Superannuation Under Division 296 December, 2023
Issues to Consider Before Changing Super Funds September, 2023
Business Succession Planning For Business Partners June, 2023
Structuring Property Improvements in a SMSF March, 2023
How to Avoid Family Provision Claims Against Your Estate December, 2022
How Lumpy Assets in a SMSF Affects the Estate Plan September, 2022
Will Drafting and Superannuation Death Benefits June, 2022
Strategies to Limit Tax on Lump Sum Super Death Benefits March, 2022



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