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Superannuation Intensive: The brave new world

Published on 17 Jul 2007 | Took place at Brisbane Convention and Exhibition Centre, South Bank , QLD

With some of the most significant changes to our superannuation system in recent years, superannuation has become an even more attractive vehicle for your client’s investment and retirement savings.

Some of the topics covered during this seminar included:
- sources of funds and income for deductible contributions
- where unit trusts can still be used as investment vehicles for superannuation funds
- strategies which can enable a fund to invest in property
- tax planning and estate planning pension strategies
- options for termination of a member or fund.

The focus of the seminar was on self managed superannuation funds and the strategies that advisors can use to provide their clients with the best possible outcome in relation to both their taxation affairs and their retirement plans.

It followed client’s superannuation decisions from commencement to winding up with the use of practical examples of the strategies that can be implemented.

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

Individual sessions

Fund termination and matrimonial breakdown

Author(s):  Neal DALLAS

This paper covers:

  • termination of a fund vs. termination of fund membership
  • options on benefit transfers and payments
  • transfers on matrimonial breakdown
  • in specie transfers.
Materials from this session:

Pension strategies

Author(s):  David WOOLLEY

This paper covers:

  • understanding the new simplified minimum standards
  • treatment of pre-01/07/07 pensions, including issues to consider around commuting a pension to create a trigger event
  • transition to retirement
  • tax planning/estate planning considerations.
Materials from this session:

The use of unit trusts and other property strategies

Author(s):  Richard J FRIEND

This paper covers:

  • what you can and can not do with pre ’99 trusts
  • when unit trusts can still be used as investment vehicles for super funds
  • tax issues relating to the use of unit trusts
  • other strategies which can enable a fund to invest in property.
Materials from this session:

Superannuation - contribution strategies

Author(s):  Ian BURGESS

This presentation covers:

  • employer vs. personal contributions
  • sources of funds and income for deductible contributions
  • expanded co-contribution rules
  • contribution splitting.
Materials from this session: