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

About The Tax Institute

The Tax Institute is more than just an industry organisation. We’re at the centre of the tax conversation. We’re a community of 10,000+ connected partners, opening opportunities for tax professionals. Advance your career, become the trusted adviser and stay at the cutting edge of tax analysis with our leading resources, professional development and network.

Be great at what you do. Every. Single. Day.

  • Expert resources on relevant issues
  • Regular updates in the TaxVine newsletter
  • Monthly tax update videos to keep you current

Learn and grow your tax technical skillset

  • Discounted prices on structured education
  • Discounted prices on professional development events
  • Free CPD hours each year

Build your network of connections

  • Be part of a community of nearly 10,000, all around the country
  • Get involved by joining a committee, writing journal articles or presenting at an event

Add your voice to the conversation

  • Representation by leading experts in tax policy and advocacy
  • Contribute to submissions on pressing tax topics

There are different tiers of membership to suit your needs, no matter where you are in your tax career. Let us support you in the way that works for your career goals. 

Learn more or follow us on LinkedIn.

To read an article, click on the subject matter. 
 
 
Using the Small Business CGT Concessions to Contribute to Superannuation September, 2024
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

 

Disclaimer

The articles represent the views of the author(s) and not necessarily those of Australianbiz. The contents are for general information only and are not intended as professional advice. Readers should not act on the information contained therein without proper advice from a suitably qualified professional.

Australianbiz, its representatives and the author(s) expressly disclaim all liability for any loss or damage to any person or organisation, whether a user of this site or not, for the consequences of anything done or omitted to be done by any such person relying on the contents of these articles.