shopping_cart

Your shopping cart is empty

  • Home
  • Set up an SMF: Implementing the Idea seminar paper

Set up an SMF: Implementing the Idea seminar paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 Revenue 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 12 April 2017
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Superannuation - Focus on SMFs .

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

Individual sessions

Set up an SMF: Implementing the Idea

Author(s):  Neal DALLAS

Materials from this session:

The Prudently Managed Fund

Author(s):  Tim KENDALL

Materials from this session:

Dealing with Related Parties

Author(s):  Joanne DWYER

Materials from this session:

Lump Sums and Winding Up

Author(s):  Scott HAY-BARTLEM

Materials from this session:

Drawing Your Pension

Author(s):  Allan MCPHERSON

Materials from this session:

The Regulator's Approach

Author(s):  Lesley EAST

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse

 

 

About us

Contact us

State Office Contacts

Connect

About Us | Contact Us | Help | Privacy, Copyright and Disclaimer | Conditions of Use | Sitemap | Social Media

© 1996-2017 The Tax Institute (ABN 45 008 392 372 (PRV14016)) All rights reserved.The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.