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Blue series: Self managed super funds

Published on 13 Mar 2001 | Took place at Leonda by the Yarra, Hawthorn, VIC

This seminar provides an update on SMSF, discusses the benefits, CGT consequences, how a divorce may effect a SMSF and the rules in relation to investing in a SMSF.

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

Individual sessions

Tax planning pre 30 June 2001 and estate planning

Author(s):  Phillip RUSSELL This paper discusses segregated pension funds, binding death benefit nominations, and contributions to superannuation.

Materials from this session:

Investments and entity tax

Author(s):  Daniel BUTLER This seminar paper focuses on the potential impact of the new rules on the popular investment practice prior to August 1999 of a Self Managed Fund investing in a general unit trust. Firstly the new IHA rules will be examined. Case studies are also provided.

Materials from this session:

ATO, divorce and CGT issues

Author(s):  Chris KETSAKIDIS This seminar paper discusses when a self managed superannuation fund is complying, what it means to be non-compliant, the CGT retirement exemption and consequences plus matrimonial issues with superannuation.

Materials from this session: