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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
Grant is Australia’s leading SMSF expert, trainer and presenter. Since the introduction of SMSFs in 1994, Grant has presented on the subject to more than 20,000 accountants, trained 500 accountants to become specialist SMSF advisers and written four sold out editions of “The SMSF Strategy Guide” for professional publisher • CCH. Grant is Principal of SMSF Strategies, a firm located in Sydney that provides accountants with strategic and technical advice, trust deeds, pension • reserves and investment strategy Kits, specialist training and back office tools and resources to enhance the revenue and profitability of an existing SMSF operation. Current at 08 April 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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