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Contributions: Tricks, traps and strategies paper


This paper discusses the introduction of the new 15% contribution 'charge' for high income earners and the emergence of alternative funding strategies in a low contribution cap environment. The way the 15% contribution charge will be assessed and collected is discussed along with the excess concessional contribution refunding measure which has recently been passed into law. This paper also addresses recent AAT cases involving excess contributions and the outlook for off-market transfers in the wake of recent Government announcements. The ATO’s compliance approach to in-specie contribution reserving strategies and the use of contribution suspense accounts is also covered along with many other topical contribution issues.

Author profile

Peter Burgess
Peter is a previous Board Member and now full-time Technical Director of the Self-Managed Superannuation Funds Professional Association of Australia (SPAA). Peter is the chair of the SPAA National Conference Committee and has overall responsibility for the technical content delivered at SPAA events. Peter is also the author of SPAA's popular technical bulletin "Technically Speaking" which is issued monthly to SPAA members. Peter is a member of the ATO's NTLG Superannuation Technical Sub-Group, the ATO's Superstream working group and the ATO's SMSF Stronger Super working group. As a regular public speaker at industry conferences, Peter has established himself as an authority in the field of SMSF technical advice and education. He has also published a number of articles and accredited training material on the subject of SMSFs and is an adjunct lecturer with the University of Adelaide. Peter has an MBA from Adelaide University, a degree in economics and post graduate qualifications in superannuation management and finance. - Current at 24 September 2012
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