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Superannuation update paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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 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 is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues - Current at 29 March 2021
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This was presented at 10th Annual Superannuation Intensive .

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

Individual sessions

Superannuation update

Author(s):  Mark WILKINSON

Materials from this session:

Contributions to Super - The what, how, why and when

Author(s):  Graeme COLLEY

Materials from this session:

Audit and compliance

Author(s):  Jo Heighway

Materials from this session:

Doomsday preparation: Super and estate planning

Author(s):  Jennie LYNN

Materials from this session:

Limited Recourse Borrowing Arrangements by SMSFs - In practice

Author(s):  Lisa ODDO

Materials from this session:

Tax and SMSF compliance issues: An ATO perspective

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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