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Superannuation 2004

Published on 25 Mar 2004 | Took place at Eagle Street Conference Centre, Brisbane , QLD

Manoeuvring your way through the DIY Super funds territory can be like wading through a crocodile infested river!!!

HELP YOUR CLIENTS AVOID THE PITFALLS AND DANGERS - Don't get trapped!

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

Individual sessions

DIY Superannuation: the new toy

Author(s):  Neal DALLAS This paper covers the following topics:
- how much do you need?
- the informed fund trustee
- accumulation v defined benefit
- planning for surcharge reduction
- SGC changes.

Materials from this session:

DIY Super Funds: flirting with danger

Author(s):  Tim KENDALL This presentation covers the following topics:
- prudential standards
- artworks and chattels
- investment strategies
- liability v borrowing
- keeping your auditor happy.

Materials from this session:

Superannuation: Family Involvement

Author(s):  Joanne DWYER This paper covers the following topics:
- Part 8 associates
- geared trusts - what are your options?
- co-ownership strategies
- business real property exemption
- leasing chattels to related parties.

Materials from this session:

Superannuation: nearly safe

Author(s):  Richard MARSDEN This presentation covers the following topics:
- segregating assets
- allocated pension v complying pension
- commutation
- RBLs and excess benefits
- how permanent is retirement?

Materials from this session: