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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 CTA

Dan 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 ATO's Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute's National Superannuation Committee, a member of the Law Institute of Victoria's Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne's Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor. - Current at 23 May 2017

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 05 December 2012

Individual sessions

Further details about this event:

24th National Convention 2009

Superannuation: The hot issues presentation

Author profiles

Daniel Butler CTA

More by Daniel BUTLER

Bryce Figot CTA

More by Bryce FIGOT

This was presented at 24th National Convention 2009 .

Individual sessions

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Tax treatment of liabilities – The unexplored parallel universe paper

Tax treatment of liabilities: The unexplored parallel universe presentation

Foreign income review

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Foreign income review paper

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Trust busting, tax and the family court - Current issues for SME tax advisers paper

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

GST, CGT and stamp duty

Materials from this session:

GST, CGT and stamp duty paper

GST, CGT and stamp duty presentation

Tax consolidation – The finishing touches?

Materials from this session:

Tax consolidation – The finishing touches paper?

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

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

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Property trusts – What’s in store for the future paper

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Materials from this session:

Administration of SME trusts paper

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Materials from this session:

The new R&D tax concession paper

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Materials from this session:

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

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

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

Materials from this session:

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

TOFA 3 & 4: Practical implications for nonfinancial institution taxpayer presentation

AMLCTF – An acronym or a possible jail sentence?

Materials from this session:

AMLCTF – An acronym or a possible jail sentence paper?

AMLCTF – An acronym or a possible jail sentence presentation?

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

Materials from this session:

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

GST and property presentation

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

Materials from this session:

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

Prescribed Private Funds and other private charitable foundations presentation

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

Materials from this session:

CGT small business concessions – Some things that may surprise you paper!

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

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Materials from this session:

Corporate restructuring: The toolbox and the combinations paper

Corporate restructuring: The toolbox and the combinations presentation

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Materials from this session: