Skip to main content
shopping_cart

Your shopping cart is empty

Superannuation update paper

Published on 10 Feb 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • impact of pension changes (including Age 100 Market linked pensions and new allocated pension PVFs)
  • using pension rules to advantage
  • contribution splitting
  • RBL strategies and issues
  • planning for efficient taxation of death benefits
  • use of binding death nominations and other super and estates issues
  • ATO's SMF areas focus
  • why you need to update client fund deeds.

This paper was also presented by John Ross at the 'SMEs - There's More to Know' seminar held in Sydney on 28 March 2006.

Author profile:

Author Photo - Paul Banister CTA
Paul Banister CTA
Paul Banister, CTA, is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 30 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016. Current at 08 September 2016 Click here to expand/collapse more articles by Paul BANISTER.
 

This was presented at SMEs - There's More to Know!.

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

Individual sessions





Further details about this event:

 

Copyright Statement