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Blue Series: D.I.Y. Super

Published on 04 Jun 1998 | Took place at Grand Hyatt, Melbourne, VIC

Topics covered in this seminar include: planning opportunities; taxation developments; DIY Funds and trusts; and surcharge & SGC planning issues.

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

Individual sessions

Surcharge & SGC Planning Issues

Author(s):  David FOULDS Topics covered include:
- the impact of super changes leading up to 1/7/98 & 1999
- Issues with surcharge assessments & advance instalments
- planning to minimise the surcharge and developments in surcharge
- SGC assessments and risk issues

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D.I.Y. Funds & Trusts

Author(s):  Daniel BUTLER topics covered include: investments via unit trusts; income flowing from trusts and other entities to super funds; application of trust loss rules & Division 6C to unit trusts.

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Taxation Developments

Author(s):  Mark LAURIE Topics include: working with the new franking credit rules; DIT funds tax deductions; planning within the fund.

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Planning Opportunities

Author(s):  Ross Stephens Topics covered include: recent developments including and 1998 federal budget issues; undeducted contribution & spouse super strategies; pension strategies & the CGT excempt component under Div 17B.

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