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  • Superannuation: The hot issues presentation

Superannuation: The hot issues presentation

Member Price: Free
Non Member Price: $15.00

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 13 Mar 09 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers the hot topics and uses case studies to explain the tips and traps including:

  • SMSF borrowing – the current state of play on the regulatory and the taxation (both Federal and State) treatment including CGT, GST and regulatory issues
  • managing contributions and the contribution caps, and how reserving interplays with these. Excess contributions can result in 93% tax! What to do if an excess arises and how to ensure appropriate strategies are adopted
  • pension planning – getting the most out of your pension is what it’s all about. What strategies now work, when to do and not do pensions, and is there still CGT on cashing out a pension on death?
  • succession to super especially SMSFs is going to be big business in the years ahead. Many SMSFs and their members are hopelessly exposed to their super ending up in the wrong hands at the wrong time.

Author profiles

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 04 August 2020
Click here to expand/collapse more articles by Daniel BUTLER.
Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. - Current at 10 December 2015
Click here to expand/collapse more articles by Bryce FIGOT.

 

This was presented at 24th National Convention 2009 .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Justice Hill Memorial Lecture - Statutory interpretation

Author(s):  Murray GLEESON

Materials from this session:

The Commissioner’s powers of general administration: How far can he go?

Author(s):  Bruce QUIGLEY

Materials from this session:

Tax treatment of liabilities – The unexplored parallel universe

Author(s):  Ken SPENCE,  Andrew DE WIJN,  Enzo COIA

Materials from this session:

Foreign income review

Author(s):  Richard SHADDICK

Materials from this session:

Trust busting, tax and the Family Court - Current issues for SME tax advisers

Author(s):  Arlene MACDONALD

Materials from this session:

GST, CGT and stamp duty

Author(s):  Peter GREEN

Materials from this session:

Tax consolidation – The finishing touches?

Author(s):  Tony STOLAREK

Materials from this session:

Getting your practice and clients ready for the new tax agents services regime

Author(s):  Sue WILLIAMSON

Materials from this session:

Property trusts – What’s in store for the future

Author(s):  Daryl CHOO

Materials from this session:

Administration of SME trusts

Author(s):  Ron JORGENSEN

Materials from this session:

The new R&D tax concession

Author(s):  David GELB,  Paul VAN BERGEN

Materials from this session:

Building, buying, holding, selling and valuing intangible business assets

Author(s):  Andrew O'BRYAN

Materials from this session:

TOFA 3 & 4: Practical implications for non-financial institution taxpayers

Author(s):  Neil WARD

Materials from this session:

AMLCTF – An acronym or a possible jail sentence?

Author(s):  David J WILLIAMS

Materials from this session:

GST and property - Finding paths to certainty or is it an irremediable mess?

Author(s):  Gina LAZANAS,  Andrew SOMMER

Materials from this session:

Tax-exempt charities and Prescribed Private Funds and other private charitable foundations

Author(s):  John EMERSON

Materials from this session:

Small business CGT concessions – Some things that may surprise you!

Author(s):  Stephen HOLMES

Materials from this session:

Corporate restructuring: The toolbox and the combinations

Author(s):  Joshua CARDWELL

Materials from this session:

Credit crunch and distressed markets

Author(s):  Duncan R C BAXTER

Materials from this session:

Superannuation: The hot issues

Author(s):  Daniel BUTLER,  Bryce FIGOT

Materials from this session:

Transfer Pricing: Applying the arm’s length principle in a world without comparables

Author(s):  Marc SIMPSON

Materials from this session:

Dealing with blended families as part of succession planning

Author(s):  Daniel FRY,  Reagan GRUENTHAL

Materials from this session:

Long live the goose - Recent cases dealing with tax concession charities

Author(s):  Jennifer BATROUNEY

Materials from this session:

Further details about this event:

 

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