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Legislative changes for DIY superannuation presentation

Published on 29 Oct 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

The use of superannuation structures in both the accumulation and retirement phases is an essential part of the tax planning process.

Superannuation strategies offer both opportunities for the astute and pitfalls for the unwary - particularly where reasonable benefit limits are an issue - and the problems don't end even with death!

Practitioners should ensure they are aware of current legislation, industry practices and contemporary strategies that can be implemented to maximise the position for their clients, including those who may have superannuation CGT exempt components resulting from the sale of their business.

In addition to an update on the recent changes to legislation, this presentation uses a range of case studies to provide insight into strategies and take full advantage of opportunities afforded to DIY super funds for small business owners and other high net worth individuals.

Author profile:

Dean WATSON
Current at 08 June 2009
 

 

This was presented at Small Business Intensive: Charting a steady course .

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