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Superannuation: key issues presentation

Published on 19 Oct 07 by TASMANIAN DIVISION, THE TAX INSTITUTE

The new super rules require us to rethink all strategies to provide value added advice for our clients. This presentation examines some of the key areas that practitioners need to be on top of to plan tax effectively for their client’s super needs.

  • Planning benefit payments under the new super rules:
    • what is a super interest?
    • how pensions and lump sums are treated?
    • strategies to enhance outcomes
  • crystallisation: the ‘must know’ issues:
    • accumulation balances
    • pre-30 June 2007 pensions
    • pre-30 June 1994 pensions
    • maximizing the pre 1983 component
  • claiming super deductions:
    • recent changes
    • recent ATO publications.

Author profile:

Bryce FIGOT
Bryce is a lawyer with DBA Butler Pty Ltd. Lawyers
Current at 11 March 2009 Current at 07 April 2009 Click here to expand/collapse more articles by Bryce FIGOT.
 

 

This was presented at Sustaining Servings: Taxation Issues for a Growing Business .

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

Individual sessions

Financing the growing business

Author(s):  Craig MCCORMICK

Materials from this session:



Small business CGT concessions

Author(s):  Paul INGRAM

Materials from this session:


Further details about this event:

 

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