Skip to main content
shopping_cart

Your shopping cart is empty

Superannuation: The hot issues presentation

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

Click here to expand/collapse more articles by Daniel BUTLER.
 
Bryce FIGOT
Bryce is a lawyer with DBA Butler Pty Ltd. Lawyers
Current at 11 March 2009
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 new R&D tax concession

Author(s):  David GELB,  Paul VAN BERGEN

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:


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

Author(s):  Jennifer BATROUNEY

Materials from this session:

Further details about this event:

 

Copyright Statement