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Superannuation Intensive

Published on 30 Jul 2010 | Took place at Stamford Grand, Glenelg, SA

The superannuation landscape continues to evolve and 2010 is fast becoming another landmark year in terms of the development of superannuation policy and regulation. Meanwhile, more and more Australians are looking to superannuation as the primary vehicle for wealth management, tax, retirement and succession planning.

This event delivered up-to date and thought-provoking views on the latest changes, proposals and challenges in the superannuation space, as well as re-visiting some of the perennial and topical issues facing advisers and superannuation practitioners, particularly in the SMSF sector.

This event covered the following topics:

  • what you need to know from Cooper, Henry and more
  • excess contributions tax - what is it and are there any remedies?
  • reportable & non-reportable breaches and other audit issues
  • all you need to know about business real property
  • superannuation and estate planning - topical issues
  • a lifetime of Super - a practical perspective on adequacy and need over a life cycle.

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

Individual sessions

What you need to know from Cooper, Henry and more

Author(s):  Suzanne MACKENZIE This paper covers:

  • Henry tax review
  • Cooper review
  • future of financial advice
  • complying loan - amendments.
Materials from this session:

Excess contributions tax - What is it and are there and remedies?

Author(s):  Matthew TRIPODI This paper covers:

  • what is a contribution?
  • excess contributions tax
  • what are the consequences of having excess contributions?
  • are there any remedies?
Materials from this session:

Reportable & non-reportable breaches and other audit issues

Author(s):  Shirley SCHAEFER This paper covers:

  • SIS compliance & audit
  • auditor reporting.
Materials from this session:

All you need to know about business real property

Author(s):  Joshua WALDING This paper covers:

  • what is business real property?
  • impact of having business real property?
  • elements of the business real property definition - paragraphs 11-39 of SMSFR 2009/1
  • what activities constitute a business?
  • the connection between the property use and the business activity
  • the "wholly and exclusively" threshold
  • examples of business real property
  • common errors when dealing with business real property in SMSF's.
Materials from this session:

Superannuation and estate planning - Topical issues

Author(s):  Matthew ALLAN,  Paul DUTTON This paper covers:

  • what is a superannuation death benefit?
  • payment of superannuation death benefits
  • who can receive superannuation death benefits?
  • who is a death benefits dependant?
  • in what form must a death benefit be paid?
  • who or what determines to whom a death benefit will be paid?
  • disputing the payment of death benefits
  • control of a SMSF
  • intergenerational SMSFs
  • taxation of superannuation death benefits
  • practical strategies to minimise tax.
Materials from this session: