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Superannuation - 2009 National Roadshow paper

Published on 25 Mar 09 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • recent superannuation developments:
    • recent SMSF cases
    • TA 2009/1 – Superannuation Illegal Early Release Arrangements
    • Family law (de facto) Bill receives assent
    • Same Sex Relationships Act receives assent
    • SMSFR 2008/D4 – Borrowing in Superannuation Funds
    • SMSFR 2008/D5 – In-House Asset Definitions
    • SMSFD 2008/3 – Binding Death Benefit Nominations in a SMSF
    • excess transitional non-concessional contributions
    • SG and OTE – SGR 2008/D2
    • ATO ID 2008/137 – Separate Net Income: Account Based Pension
    • ATO ID 2008/113 – Transfer from Foreign Superannuation Fund
    • superannuation and insolvency administration
  • Pre 1999 Unit Trusts:
    • strategies leading up to 30 June 2009
    • beyond 1 July 2009 – unit trusts in superannuation
  • Superannuation Interests:
    • what is a superannuation interest?
    • income stream strategies
    • accumulation strategies
    • Superannuation Interest Rulings and ATO ID’s
  • employment termination payments / redundancy:
    • transitional rules
    • ETP Rulings and ATO IDs
  • insurance in superannuation:
    • obtaining cover – policy or self-insurance
    • allocating insurance proceeds
    • accessing insurance proceeds
    • tax on insurance proceeds
  • superannuation and the financial crisis:
    • bankruptcy and superannuation
    • accessing superannuation benefits
  • superannuation and estate planning:
    • death benefit instructions
    • superannuation death benefits
    • superannuation death benefit strategies
  • key rates – 2008/2009.

Author profile:

Author Photo - Jemma SANDERSON
Jemma SANDERSON
Current at 04 January 2011 Click here to expand/collapse more articles by Jemma SANDERSON.
 

 

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