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Superannuation strategies presentation

Published on 27 May 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation looks at the various considerations involved in contributing amounts to superannuation and paying money out of superannuation, taking into particular consideration the effect of the current economic climate and the impact that has had on superannuation interests and asset values. It also covers recent changes which may impact superannuation planning. Topics covered include:

  • employer vs member deductible contributions
  • non working directors
  • maximising contribution caps
  • in specie contributions
  • benefit payment considerations
  • budget announcements.

Author profile

Kerri Reynolds CTA
Kerri Reynolds, CTA, has over 20 years of tax and SMSF experience gained with her work for KPMG in Australia. Kerri has a broad range of in-depth experience, including both compliance and strategy for SMSFs, tax advisory and business consulting services to SMEs, and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. - Current at 22 January 2018
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This was presented at Preparing for Year End - Superannuation Strategies and Deadline for Pre 1999 Unit Trusts .

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