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Recent Developments in Self-Managed Superannuation Funds

Published on 12 Mar 2001 | Took place at All Seasons Premier Menzies Hotel, Sydney , NSW

This one-day seminar update is designed to offer practical advice for those involved with self-managed superannuation funds.

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

Individual sessions

Superannuation Update

Author(s):  Kevin J MUNRO This paper covers a number of recent issues in respect to superannuation including: Drafting of trust deeds for superannuation funds in light of changes for divorce and family law reforms and superannuation; Binding death benefit nominations; Recent superannuation cases including Midas superannuation fund and resettlements where a superannuation fund has carried forward losses; Issues concerning non-residents.

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Superannuation and Capital Gains Tax

Author(s):  Joe LOMBARDO This paper discusses various capital gains measures that relate to superannuation and the sale of business, including, 15 year retirement relief; Sale of business and rollover to a superannuation fund; Sale of businesses and retirement.

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Investments

Author(s):  Greg GANZ This paper discusses issues of superannuation and investments using the following examples: Acquisition of assets from real parties and the business real property rules; In-house assets and related party investments including leases to related parties and transitional rules; Unit trusts and superannuation funds and the transitional rules; Implications of entity taxation.

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Retirement Planning/Payment of Benefits

Author(s):  Andrew SKINNER This paper discusses options which are available to persons who wish to retire and have money in superannuation. Points focussed on include: Lump sum benefits; Alternative Income streams; Social security rules and pensions; Case studies on the use of allocated pensions and equalisation of benefits between spouses.

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