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Reserving/reserving strategies paper

Published on 02 Jun 10 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • the history of SMSF reserves
  • what is a superannuation fund reserve?
  • the new SMSF and why the reserve makes it
  • SMSF strategy and compliance
  • how is a reserve created?
  • reserves, tax and the superannuation laws
  • simple SMSF reserve case study
  • the importance of the trust deed
  • creating a reserve
  • creating a self insurance reserve in a SMSF
  • self insurance - taxation
  • self insurance reserve case study.

Author profile:

Grant ABBOTT
Current at 25 September 2010 Click here to expand/collapse more articles by Grant ABBOTT.
 

 

This was presented at 8th Annual Superannuation Intensive Conference .

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

Individual sessions

Superannuation and estate planning

Author(s):  Graeme COLLEY

Materials from this session:




Administration and practical issues

Author(s):  Andrew BLOORE

Materials from this session:

ATO regulation of SMSFs

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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