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Superannuation Roadshow

Published on 04 Apr 2012 | Took place at Swissotel, Sydney , National

The Tax Institute’s roadshows are a series of seminars that focus on essential tax topics and have been developed for practitioners with approximately three to six years’ experience. Each event covers key principles and relevant updates, incorporating real life case studies and practical examples to assist with learning.

This event examined the latest superannuation news, reviewed key principles, legislation, rulings and ATO updates. It covered new strategies, opportunities and issues to consider.

Individual sessions

Superannuation roadshow 2012

Author(s):  Jemma SANDERSON

This paper covers:

  • recent super developments
  • TR 2011/D3
  • borrowing latest
  • contribution reform
  • contribution reserving
  • excess tax payments and refunds
  • case studies.
Materials from this session: