Published on 27 May 08
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Superannuation has continued to develop over the last 12 months, with the ATO and APRA playing an active role in continuing to define the roles of accountants, auditors and trustees. In addition, new opportunities in the areas of investments (with funds being able to borrow) and estate planning have continued to emerge. This presentation outlines those opportunities and the issues that need to be taken into account in properly advising clients and:
- reviews key ATO interpretative decisions, cases and rulings affecting superannuation funds
- reviews the opportunities arising from the fact that funds can now borrow, and examine some of the opportunities and traps
- examines other aspects for the investment rules with particular emphasis on the in-house asset rules.
Mark Wilkinson FTIA joined PKF in 1989 and in 1991 became designated specialist in superannuation consulting to all firm clients – advising on retirement benefit strategies, designing superannuation audit programs and attending to compliance issues in relation to the firms’ superannuation
Current at 28 May 2008 Current at 26 June 2008
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