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Excess contributions presentation

Published on 19 Aug 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what are the key rules to be aware of?
  • what are the most common traps and how can they be avoided?
  • how and when can the Commissioner exercise the discretion to disregard and reallocate excess contributions?
  • when may excess contributions be returned and when must excess contributions be returned?

Author profile:

Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. Current at 10 December 2015 Click here to expand/collapse more articles by Bryce FIGOT.
 

This was presented at Super Contributions - Hot Issues.

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Individual sessions

Excess contributions

Author(s):  Bryce FIGOT

Materials from this session:

What is a super contribution?

Author(s):  Meghan SPEERS,  Noelle KELLEHER

Materials from this session:

Further details about this event:

 

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