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105757
Individual Podcasts

The SMSF as an Asset Protection Vehicle

Whilst the sole purpose of maintaining an SMSF needs to be the providing of retirement benefits for the members to obtain the tax concessions, an ancillary benefit could be the asset protection it avails the members funds. This podcast looks into when that asset protection is effe

Date/Time

About the Podcast

Whilst the sole purpose of maintaining an SMSF needs to be the providing of retirement benefits for the members to obtain the tax concessions, an ancillary benefit could be the asset protection it avails the members funds. This podcast looks into when that asset protection is effective and how that protection stacks up against other alternative structures to house investments.

Presented By

Neal Dallas
Director – Legal, Business Depot Legal Brisbane, Qld

Some might say having expertise in superannuation, estate planning and tax is an eclectic mix for a lawyer. But when it comes to developing innovative solutions to help individuals and business owners continue building on the success they’ve had, Neal has found it’s the perfect combination.

Whether a client needs help with structuring and estate planning, Neal can assist. From helping prepare for unexpected life events to navigating the complexity of revenue and succession laws or advising on business structuring, he has extensive experience.

Neal has a knack for being able to grasp the complexities of a client’s situation, presenting all the options then working with them to implement what will best suit their needs.

A regular speaker at conferences and a published author, Neal is known as the ‘go-to person’ when you have a tricky question that nobody else knows the answer to! Working in with financial planners, accountants and other advisors, he helps ensure his clients protect and enjoy the wealth they’ve built, then have the opportunity to pass that on to those closest to them.

CPD Information

0.5 CPD hours

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

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