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2008 National Superannuation Roadshow

Published on 16 Sep 2008 | Took place at Various, National

This event was repeated across Australia, including the following dates: 25/8/08, 26/8/08, 27/8/08, 3/9/08, 4/9/08, 5/9/08, 9/9/08, 10/9/08, 11/9/08, 12/9/08, 16/9/08.

This event was intended for tax practitioners and financial planners advising superannuation fund trustees and fund members, who are looking for an update of the practical implications of developments in the area. Delegates were assumed to have a sound knowledge of basic superannuation.

The event included practical case studies to illustrate how recent developments might impact on the strategies being employed on a day to day basis, and to highlight the tips and traps to be aware of when dealing with the new superannuation regime.

Individual sessions


Author(s):  Jemma SANDERSON

This paper covers topics including:

  • a legislation update including all new changes
  • details of superannuation contribution considerations
  • contribution strategies for clients, taking into consideration the Simpler Super changes
  • an outline of the new superannuation and borrowing arrangements
  • what the ATO now expects of you as an approved auditor
  • operating a SMSF - the roles and responsibilities of trustees case studies.
Materials from this session: