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Six Sides of the Superannuation Dice

Published on 06 Mar 2006 | Took place at The Chifley on Lennons, Brisbane , QLD

Six Sides of the Superannuation Dice examines the ever-changing area of superannuation from the perspectives of six different professionals - an Accountant, an Auditor, an Actuary, a Lawyer, a Consultant and a Regulator.

The focus of these seminar materials is on self managed superannuation funds, with a particular emphasis on the latest developments and cutting-edge retirement planning strategies. Current issues in relation to superannuation fund deeds and contribution and retirement strategies are also examined.

The materials cover a range of topical issues relevant to practitioners advising clients on superannuation matters and provide in depth discussion and practical solutions.

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

Individual sessions

Superannuation - accountant's view

Author(s):  Ian BURGESS

Topics covered in this paper include:

  • superannuation as an investment vehicle
  • how does it compare to other structures?
  • when is a SMSF suitable?
Materials from this session:

Superannuation investment rules

Author(s):  Craig JENKINS

Topics covered in this paper include:

  • Part 8 associates
  • business real property exemption
  • artworks, chattels, exotics
  • co-ownership issues
  • investment strategies
  • liability and borrowings.
Materials from this session:

Superannuation - in case of emergency

Author(s):  Neal DALLAS

Topics covered in this paper include:

  • death
  • relationship breakdown
  • asset protection and bankruptcy
  • estate planning strategies.
Materials from this session:

Superannuation - the actuary's view

Author(s):  David QUINN-WATSON

Topics covered in this paper include:

  • tax issues with death benefits and self-insurance in super funds
  • transfers of UK retirement monies
  • transition to retirement issues.
Materials from this session:

Superannuation - consultant's view

Author(s):  Lyn FORMICA

Topics covered in this paper include:

  • types of pensions
  • RBLs and excess benefits
  • commutations
  • is retirement permanent?
  • segregating assets.
Materials from this session:

The ATO role in the superannuation system

Author(s):  Stuart FORSYTH

Topics covered in this paper include:

  • compliance framework
  • audit issues
  • non-compliance triggers
  • pitfalls for practitioners.
Materials from this session: