Published on 17 Jul 2003
| Took place at Christie Centre, Brisbane
At this seminar, Brisbane's premier superannuation
practitioners discussed the full self managed fund life cycle from set up, through asset accumulation and management, related party
dealings and other unusual transactions, to ETPs, pensions and winding up, as well as the difficulties posed by death and divorce.
A special feature were the messages on compliance (and noncompliance focus) from the Australian Taxation Office.
Get a 20% discount when you buy all the items from this event.
Author(s): Neal DALLAS This seminar paper covers the following topics:
- how much do you need?
- the informed fund trustee
- accumulation v defined benefit
- SGC changes
- eligible spouse contributions
- government co-contribution
- planning for surcharge reduction
- varying your deed.
Author(s): Tim KENDALL This presentation covers the following topics:
- investment strategies
- prudential standards
- artworks and chattels
- installment warrants
- liability v borrowing
- shareholder discount cards
- member reporting.
Author(s): Joanne DWYER This seminar paper covers the following topics:
- Part 8 associates
- geared trusts
- business real property
- property joint ventures
- keeping it in house
- Swiss chalets (and other sole purposes)
- distributions to SMFs.
Author(s): Scott HAY-BARTLEM This seminar paper covers the following issues:
- death benefits and binding nominations
- splitting super - matrimonial settlements
- dealing with 'blended' families
- forfeited benefits
- re-contribution strategies
- taxation of ETP components
- documenting your ETP
- bona fide redundancy.
Author(s): Allan MCPHERSON This seminar paper covers the following topics:
- segregating assets
- allocated pensions v complying income streams
- effect on Centrelink benefits
- RBLs and excess benefits.
Author(s): Lesley EAST This presentation covers the following issues:
- the myth of Dracula and the blood bank
- audit statistics
- ATO priorities and focus areas
- non-compliance triggers
- common pitfalls
- messages for the practitioner.