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Superannuation strategies paper

Published on 27 May 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper looks at the various considerations involved in contributing amounts to superannuation and paying money out of superannuation, taking into particular consideration the effect of the current economic climate and the impact that has had on superannuation interests and asset values. It also covers recent changes which may impact superannuation planning. Topics covered include:

  • employer vs member deductible contributions
  • non working directors
  • maximising contribution caps
  • in specie contributions
  • benefit payment considerations
  • budget announcements.

Author profile

Kerri Reynolds CTA
Kerri has over 20 years of tax and SMSF experience gained with her work for the firm in Australia. Kerri has a broad range of in depth experience including both compliance and strategy for SMSFs, tax advisory and business consulting services to small to medium enterprises (SMEs) and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. Kerri is one of the leaders of KPMGs SMSF practice nationally which involves ensuring that our SMSF services are provided to our clients on an efficient and timely basis. Kerri is also heavily involved in the SMSF and taxation industry locally, including being a member of the SA Local Community for the SMSF Association and presenting regularly to professional associations on SMSF topics. - Current at 22 March 2017
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This was presented at Preparing for Year End - Superannuation Strategies and Deadline for Pre 1999 Unit Trusts .

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