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Superannuation Intensive

Published on 24 Oct 2006 | Took place at Tattersalls Club, Sydney, NSW

The enormous and complex changes to superannuation announced by the treasurer in the 2006/2007 federal budget are having a big impact on superannuation planning. This seminar examined in detail the latest developments and the new cutting edge retirement planning strategies which have emerged.

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Individual sessions

How to pay a pension from a self-managed superannuation fund

Author(s):  Graeme COLLEY

Topics covered in this paper include:

  • commencing a pension from a SMSF
  • valuation of pension assets and calculating the pension
  • trustee minutes
  • transfers of money to pay the pension
  • investment strategy consideration
  • record keeping.
Materials from this session:

Contribution strategies

Author(s):  Patrick CORK,  Jemma SANDERSON

Topics covered in this paper include:

  • post Budget 2006 contribution strategies to 1 July 2007
    • use of multiple entities
    • non-associated employers
    • 10% substantially self-employed
    • TD 2005/29 - Ryan’s Case
    • CGT rollover
    • redundancy, early retirement and golden handshakes
  • contribution strategies post 1 July 2007.
Materials from this session:

Death and SMSFs

Author(s):  Mark WILKINSON

Topics covered in this paper include:

  • incorporating estate planning and the superannuation fund
  • the payment of superannuation death benefits up to 1 July 2007
  • what changes occur to the payment of death benefits post 30 June 2007
  • is a superannuation fund an appropriate place to hold life insurance?
  • do you know for certain how and to whom death benefits will be paid in the event of a fund member's death?
Materials from this session: