shopping_cart

Your shopping cart is empty

  • Home
  • Superannuation and pension strategies presentation

Superannuation and pension strategies presentation

Member Price: Free
Non Member Price: $15.00

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 Oct 05 by VICTORIAN DIVISION, THE TAX INSTITUTE

There has been a watershed of changes in the past 12 or so months impacting superannuation and pensions; particularly SMSFs. There are still some great tax concessions but these are generally only available if the correct strategy is chosen and you comply with the applicable rules. This presentation covers:

  • the impact of recent changes
  • the various types of pensions now on offer including non-commutable pensions
  • excess benefits strategies
  • comparing taxation outcomes depending on type of benefit taken
  • case studies illustrating the flexibility and options available
  • ATO compliance targets.

This was also presented on 15 October 2005 by Shawn Irvine at the Tasmanian State Convention held in St Helens.

Author profile

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 06 January 2021
Click here to expand/collapse more articles by Daniel BUTLER.

 

This was presented at Tasmanian State Convention: Don't let this one get away! .

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

Individual sessions

TOFA for the SME sector

Author(s):  Gary CHRISTIE

Materials from this session:

Death and divorce - the ultimate planning opportunity

Author(s):  Moira MERRICK

Materials from this session:

Research & development

Author(s):  Tony BAXTER

Materials from this session:

Payroll tax & stamp duty changes

Author(s):  Peter COE

Materials from this session:

Service Trusts

Author(s):  John W DE WIJN

Materials from this session:

How to structure your professional services firm

Author(s):  Ron JORGENSEN

Materials from this session:

How is your practice dealing with debt between closely held entities?

Author(s):  Chris WALLIS

Materials from this session:

Some emerging GST risk areas for corporate taxpayers

Author(s):  David KUHNE

Materials from this session:

Superannuation and pension strategies

Author(s):  Daniel BUTLER

Materials from this session:

Division 152 - the small business concessions - some of the complexities explained

Author(s):  Susan YOUNG

Materials from this session:

Consolidation

Author(s):  Michael SELTH

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse