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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 18 August 2016 Click here to expand/collapse more articles by Neal DALLAS.
 

This was presented at Superannuation - Focus on SMFs.

Get a 20% discount when you buy all the items from this event.

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