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Set up an SMF: Implementing the Idea seminar paper

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Non Member Price: $75.00

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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 15 March 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

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:

 

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