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Superannuation Intensive

Published on 24 Jul 2009 | Took place at The Brisbane Marriot Hotel, QLD

This event was aimed at anyone providing advice in the superannuation arena, particularly those advising in relation to selfmanaged superannuation funds.

The current economic climate is proving challenging for many in the superannuation industry. In addition, both the Tax Office and the Federal Government are showing increasing interest in the selfmanaged superannuation fund sector at a time when members of those funds are increasingly looking to explore opportunities that might arise. In that context it is important that participants in the industry understand where the boundaries lie.

This event examined many of the current issues facing superannuation advisors particularly in the areas of contributions, residency, insurance and investment strategies. The aim was to look at ways of addressing, in a practical way, the concerns that can arise in these areas, against a backdrop of increasing scrutiny by regulators and policy makers.

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

Individual sessions

Contributing to super - issues to consider

Author(s):  Colin LEWIS

This presentation covers:

  • when can I contribute?
  • why should I contribute?
  • how much can I contribute?
  • what can I contribute?
  • where do I contribute?
Materials from this session:

Insurance and disability

Author(s):  Scott HAY-BARTLEM

This presentation covers:

  • recent changes - income protection 2 years +
  • tax implications
  • practicalities - TPD own occupation
  • considerations for business succession planning
  • contributions cap for compensations.
Materials from this session:

Residence and superannuation

Author(s):  Chris WYETH

This paper covers:

  • tactical differences between temporary and permanent departure
  • why you need to bring your super home
  • inbound transfers of foreign super - practical issues
  • planning your tax treatment.
Materials from this session:

Real estate development and SMSFs

Author(s):  Bryce FIGOT,  Daniel BUTLER

More SMSFs are looking to acquire and then develop real estate. This presentation covers:

  • when will real estate development constitute a business and can SMSFs run businesses?
  • when can vacant land be acquired from related parties?
  • joint ventures: everything you'll ever need to know (including how they differ from partnerships)
  • critical GST traps and issues that most advisers aren't aware of
  • when is residential property business real property?
  • how many SMSFs accidentally lose their CGT discount
  • how to integrate with the new borrowing provisions.
Materials from this session:

Property investment strategies

Author(s):  Neal DALLAS,  Peter VILAYSACK

This paper covers:

  • options for funds wanting to borrow - instalment warrants, unit trusts with unrelated parties, pre-1999 unit trusts
  • ungeared arrangements - ungeared trusts, joint property holdings, joint ventures
  • recent Tax Office rulings and guidance.
Materials from this session: