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Superannuation: key issues paper

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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 19 Oct 07 by TASMANIAN DIVISION, THE TAX INSTITUTE

The new super rules require us to rethink all strategies to provide value added advice for our clients. This paper examines some of the key areas that practitioners need to be on top of to plan tax effectively for their client’s super needs.

  • Planning benefit payments under the new super rules:
    • what is a super interest?
    • how pensions and lump sums are treated?
    • strategies to enhance outcomes
  • crystallisation: the ‘must know’ issues:
    • accumulation balances
    • pre-30 June 2007 pensions
    • pre-30 June 1994 pensions
    • maximizing the pre 1983 component
  • claiming super deductions:
    • recent changes
    • recent ATO publications.

Author profile

Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. - Current at 10 December 2015
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This was presented at Sustaining Servings: Taxation Issues for a Growing Business .

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Superannuation: key issues

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