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Self Managed Superannuation Funds Intensive Seminar

Published on 20 Jun 2002 | Took place at Stamford Grand Adelaide, Glenelg , SA

This seminar discusses the funding of SMSFs, the taxation of SMSF benefits and funds, RBL planning and provides a superannuation update.

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

Individual sessions

Funding of SMSFs

Author(s):  Suzanne MACKENZIE This seminar paper discusses the funding of SMSFs, including: who can make contributions - when and for whom, rollovers, contributions for directors, service periods, in specie contribution and distribution, contribution reserves, surcharge issues for contributions.

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Taxation of SMSF funds

Author(s):  Stephen HUNTER This powerpoint presentation discusses the taxation of SMSF funds, including: lump sums, pensions, and 'in specie' payments.

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RBL planning

Author(s):  Peter CRUMP This seminar paper discusses RBL planning, including: when does pension RBL and lump sum RBL apply, spouse contributions, undeducted contributions, complying pensions to attract pension RBL, forfeiture of benefits, commence more than one pension, ensure full rebatability of pension.

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Taxation of SMSF funds

Author(s):  Stephen HEATH This seminar paper discusses the taxation of SMSF funds, including: franking credits, investment in private companies, special deductions, asset segregation, CGT rules, forfeiture of benefits.

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Superannuation update

Author(s):  Greg MAY This seminar paper provides a superannuation update, including: recent cases and rulings, proposed legislative changes, budget changes, family law changes, and FSR implications for advisers.

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