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.
Kerri is a senior manager at KPMG with a focus on funds management and superannuation. She manages the self managed superannuation fund business in the Adelaide office and advises clients on all taxation and compliance matters in relation to superannuation. Kerri also provides taxation and business advice to clients ranging from large businesses to individuals and is the current editor of KPMG's national superannuation publication 'Talking Super'.
Current at 8 August 2007 Current at 11 August 2007
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