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Planning opportunities

Published on 04 Jun 98 by VICTORIAN DIVISION, THE TAX INSTITUTE

Topics covered include: recent developments including and 1998 federal budget issues; undeducted contribution & spouse super strategies; pension strategies & the CGT excempt component under Div 17B.

Author profile:

Ross Stephens CTA
Ross is one of the most recognised tax advisers to the superannuation industry in Australia, with key clientele including many of the largest industry, corporate, public sector and retail funds. He has assisted the Association of Superannuation Funds of Australia with many industry submissions to government, Treasury and the ATO on tax-related matters, most recently in respect of draft ruling TD 2014/D22 on funds’ foreign income tax offset entitlements. Current at 24 September 2015 Click here to expand/collapse more articles by Ross Stephens.
 

This was presented at Blue Series: D.I.Y. Super.

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Individual sessions

Surcharge & SGC Planning Issues

Author(s):  David FOULDS

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D.I.Y. Funds & Trusts

Author(s):  Daniel BUTLER

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Taxation Developments

Author(s):  Mark LAURIE

Materials from this session:

Planning Opportunities

Author(s):  Ross Stephens

Materials from this session:

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