Superannuation and Estate Planning

These quarterly articles are written by Timothy Stokes, Partner at HWL Ebsworth Lawyers. The articles are provided on a "read only basis" and focus on current superannuation and estate planning issues impacting individuals and SME businesses

About Timothy Stokes

Tim is a tax, not-for-profit and charity law specialist.

Tim works with complex family groups, private and listed companies, private equity and not-for-profit organisations across Australia. He has over 15 years of experience assisting clients to establish effective and efficient structures, manage complex tax positions, buy and sell assets and businesses, deal successfully with revenue authorities and design and implement comprehensive governance, succession planning and asset protection strategies.

Tim assists accountants and SME advisors on developing comprehensive estate plans for their clients. This includes reviewing current estate plans, understanding assets and liabilities, navigating business structures, addressing family dynamics, and ensuring clients’ wishes are legally documented.

Tim is also passionate about assisting not-for-profit and charity clients navigate the complex regulatory and commercial environments in which they operate – considering Federal and State tax exemptions, asset protection and charity laws.

In addition to being a lawyer, Tim also holds a Master of Laws (Taxation) and is South Australia’s only Tax Law Specialist accredited by the Law Society of South Australia. He is also a non-executive director of Racing SA Limited.

Click here to access Tim’s profile and contact details. You can also connect with him on LinkedIn.

To read an article, click on the subject matter:
 
 
Key Insights for Creating Comprehensive Estate Plans for Clients March, 2025
Superannuation Guarantee Charge Enigmas December, 2024
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

 

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