National Superannuation Conference

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Session 11B: Tax effective death benefit planning

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Session 11B: Tax effective death benefit planning

Increasingly, individuals hold a substantial amount of their wealth within the superannuation system. Productivity Commission research paper, Wealth transfers and their economic effects, December 2021 provides as follows:

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CONCURRENT 5B The Right Fit: SMSFs vs. Alternative Investment Structures

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CONCURRENT 5B The Right Fit: SMSFs vs. Alternative Investment Structures

Given this is a superannuation conference, most of the presentations will be dealing with the uses of, and issues with, superannuation and self managed superannuation funds (SMSFs).

Transferring Real Estate In and Out of SMSFs

Transferring Real Estate In and Out of SMSFs

On 20 August 2015, Sladen Legal’s Phil Broderick delivered a presentation on Transferring Real Estate In and Out of SMSFs, as part of The Tax Institute’s National Superannuation Conference.

Phil’s presentation considered a number of issues in relation to the holding of real estate in SMSFs and the transfer of real estate in and out of SMSFs.