Published on 04 May 07
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Superannuation is providing our clients with significant retirement planning opportunities in 2007. Some of the ways our clients will need to find the funds to pay into super may trigger capital gains tax liabilities and strain cash flows as assets and cash are contributed to superannuation. This paper explores opportunities available including:
- the impact of the plan to simplify and streamline superannuation
- managing CGT through effective tax planning
- 'must do' action plans for clients.
Current at 25 May 2009