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Self managed super funds key tax issues paper

Published on 04 Mar 10 by NATIONAL DIVISION, THE TAX INSTITUTE

In the three years since the Better Super Regime implemented major reforms to how super contributions and withdrawals are taxed, a number of practical issues have arisen. This paper examines:

  • issues concerning contributions including:
    • reportable contributions changes
    • excess contributions tax assessment and planning issues
  • issues relating to estate planning including:
    • approaches to managing tax on sale of fund assets post-death
    • experiences regarding managing death benefits tax.

Author profile:

Author Photo - Paul Banister CTA
Paul Banister CTA
Paul Banister, CTA, is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 30 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016. Current at 08 September 2016 Click here to expand/collapse more articles by Paul BANISTER.
 

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