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Superannuation budget changes paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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 08 Aug 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • how recent changes to super rules have impacted on super and succession strategies
  • how super rules help liberate wealth from an entity
  • how super rules help CGT planning
  • liberating wealth from superannuation entities (including lump sums, pension strategies, RBLs)
  • effective estate planning with superannuation.
It has been re-produced as if the Government’s “Plan to Simplify and Streamline Superannuation”, which was announced on 9 May 2006, becomes law as intended from 1 July 2007. This paper was also presented at the North Queensland Convention in Townsville on 19 May 2006. Some minor updates have been made to take recent changes into account. It was presented again by Peter O'Connor at the Cairns Tax Update, held in Cairns on 27 October 2006.

Author profile

Paul Banister CTA
Photo of author, Paul BANISTER Paul is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 30 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016. - Current at 15 March 2021
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This was presented at Estate Planning: Prepare for tomorrow today! .

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Taxation Aspects of Business Succession Planning

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Superannuation budget update

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Busting the estate plan

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Trusts in general

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Preparing for your client's death - the role of enduring documentation

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