Past Event: Wednesday, November 20, 2024

Grant Thornton is excited to announce our final event for 2024 in the Adelaide lawyers series, "Tax and Superannuation in Family Law".

In this session, Simon Gow, Partner & National Head of Self-Managed Superannuation, will share insights into how superannuation can be used as a mechanism to help high-net-wealth couples execute their separation in a tax-efficient manner.

Specifically, Simon will cover topics including:

  • Key superannuation concepts
  • Superannuation splitting
  • Implications of the proposed Division 296 tax for those with super balances above $3 Million
  • Alternatives to super splitting

Ioly Kisin, Partner in Private Business Tax & Advisory will provide an overview of the tax implications of property settlement issues and relevant rollover relief applicable.

This session will be relevant for family lawyers & barristers who are regularly engaged in matters involving self-managed superannuation funds, high-net-wealth couples and large asset pools.

There will also be an opportunity to network and with your peers before and after the session.

Please feel free to pass the invitation onto your colleagues. We look forward to seeing you there.

Speakers

Simon Gow
Partner & National Head of Self-Managed Superannuation

For over 17 years Simon has worked within the private advisory team of Grant Thornton Perth as an SMSF specialist advising business and private clients.

Ioly Kisin
Parnter

Ioly partners with clients to solve problems and informs her stakeholders’ strategic business decisions through meaningful reporting. As a Chartered Accountant with over 17 years’ experience in providing advisory and taxation services to privately owned and operated businesses, she is a trusted advisor with a holistic approach.

Thomas Caldow
Partner

Tom has spent his entire career working in the Forensic Accounting field, starting in a prominent forensic accounting firm in Adelaide, where he worked for over six years before commencing with Grant Thornton in March 2017.