Skip to main content
shopping_cart

Your shopping cart is empty

Life Cycle of a Self Managed Super Fund (Part 1)

Published on 06 Aug 2002 | Took place at The Hilton Hotel, Brisbane , QLD

This seminar is the first part, in a two-part series. It discusses self managed fund set up requirements, investment and prudential standards, and lump sums on winding up.

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

Individual sessions

Investment and prudential standards

Author(s):  Joanne DWYER This seminar paper discusses investment and prudential standards, including co-ownership, investment strategies, related party transactions, geared trusts, business real property exemptions, leasing of chattels and sole purpose test.

Materials from this session:

Eligible termination payments

Author(s):  Scott HAY-BARTLEM This powerpoint presentation discusses the taxation of ETPs, treatment of CGT exempt component, documenting your ETP, planning for ETPs and bona fide redundancy payments.

Materials from this session:

Self managed fund set up requirements

Author(s):  Scott HAY-BARTLEM This powerpoint presentation discusses the taxation of ETPs, treatment of CGT exempt component, documenting your ETP, planning for ETPs and bona fide redundancy payments.

Materials from this session: