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Set up an SMF: Implementing the Idea presentation

Published on 17 Jul 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- how much do you need?
- the informed fund trustee
- accumulation v defined benefit
- SGC changes
- eligible spouse contributions
- government co-contribution
- planning for surcharge reduction
- varying your deed.

Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups, and trustee training. - Current at 30 August 2017
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This was presented at Superannuation - Focus on SMFs .

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