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Surcharge and SGC planning issues


Topics covered include:
- the impact of super changes leading up to 1/7/98 & 1999
- Issues with surcharge assessments & advance instalments
- planning to minimise the surcharge and developments in surcharge
- SGC assessments and risk issues

Author profile

David Foulds
David is a Director in the Superannuation division of Pitcher Partners. He has more than 35 years’ experience in chartered accounting, having worked in both audit and private business areas. David has spent the last twenty five years exclusively in the Superannuation division providing consulting and administrative services. David has had extensive involvement in providing retirement and estate planning advice to clients of the practice. David is Chair of the ASFA Small Funds discussion group • Melbourne and is a current member of ASFA National SMSF Policy Sub-Committee. He has been a speaker at a number of Superannuation conferences presented on superannuation and retirement planning issues. - Current at 24 August 2012
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This was presented at Blue Series: D.I.Y. Super .

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Individual sessions

Surcharge & SGC Planning Issues

Author(s):  David FOULDS

Materials from this session:

D.I.Y. Funds & Trusts

Author(s):  Daniel BUTLER

Materials from this session:

Taxation Developments

Author(s):  Mark LAURIE

Materials from this session:

Planning Opportunities

Author(s):  Ross Stephens

Materials from this session:

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