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Superannuation contribution/assets presentation

Published on 17 May 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • contribution caps
  • notice of intent
  • excess contribution and Regulation 7.04 (3)
  • de minimis test
  • allocation of contributions and reserving
  • in-specie contributions.

Author profile:

Mike Mitchell
Mike has been a senior consultant in the technical team at MLC Advice Solutions for over nine years. His role is to assist financial planners in the areas of superannuation, taxation, estate planning, social security and investments. He has over 34 years experience in the financial planning and funds management industries. Over this period he has headed up several technical teams and also developed several superannuation products, including the first allocated pension. Current at 18 February 2013 Click here to expand/collapse more articles by Mike Mitchell.
 

This was presented at NSW 5th Annual Tax Forum.

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