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Set up an SMF: Implementing the Idea seminar paper

Published on 17 Jul 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This seminar paper covers the following topics:
- how much do you need?
- the informed fund trustee
- accumulation v defined benefit
- SGC changes
- eligible spouse contributions
- government co-contribution
- planning for surcharge reduction
- varying your deed.

Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. - Current at 21 January 2021
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This was presented at Superannuation - Focus on SMFs .

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

Individual sessions

The Prudently Managed Fund

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The Regulator's Approach

Author(s):  Lesley EAST

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Further details about this event:

 

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