Published on 20 Jun 02
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This seminar paper discusses the funding of SMSFs, including: who can make contributions - when and for whom, rollovers, contributions for directors, service periods, in specie contribution and distribution, contribution reserves, surcharge issues for contributions.
Suzanne is a founding Partner and Practice Leader at DMAW Lawyers in South Australia and has particular expertise in the financial services and superannuation industry, having specialised in all aspects of superannuation law since she began practising over 25 years ago. She is the principal adviser to many large APRA-regulated and public sector superannuation funds and her practice is also involved in working with accountants, advisers and high net worth individuals in the area of self-managed superannuation funds, particularly in complex areas.
- Current at
04 January 2018