Superannuation update paper

Published on 30 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

• Detailed analysis of the issues discussed by the ATO and contained in National Technical Tax Liason Group (Superannuation Sub Committee) minutes
• Detailed analysis of the budget announcements that impact on superannuation funds
• An analysis of major legislative changes this year
• Review of changes contained in major rulings including those dealing with Borrowing in superannuation fund and structuring pensions
• An analysis of the current state of play with regard to superannuation contributions and excessive contributions tax liabilities.

Author profile

Mark Wilkinson CTA

Mark has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. - Current at 12 January 2017

More by Mark WILKINSON

• Superannuation update paper - 27-May-2014
• Superannuation update paper - 02-June-2010
• Superannuation paper - 18-May-2010
• Superannuation 2007 National Roadshow - 30-March-2007
• Death and SMSFs paper - 24-October-2006
• Superannuation roadshow - 14-July-2006
• Superannuation - planning issues and superannuation splitting paper - 26-May-2006
• Allocated and other pensions seminar paper - 20-July-2004
• Superannuation Update seminar paper - 25-September-2003
• Superannuation and estate planning - benefits - 15-October-2002
• Module G3: tax deduction or rebate on contributions - 01-January-1995

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