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SA Annual Super Day

Published on 19 Jun 2014 | Took place at Stamford Plaza, Adelaide, SA

More and more Australians are looking to Superannuation as the vehicle for wealth management, retirement, succession & estate planning.

This full day event delivered an intensive look at the latest changes and developments in the superannuation space and covered the topical issues facing advisers in the SMSF sector to achieve tax effective and commercial outcomes. The program looked at the life cycle of the SMSF and focused on contribution strategies, practical administration and management of the fund including the latest on pensions and the ultimate payment of death benefits to adult children.

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

Individual sessions

Contribution and pension update

Author(s):  Jemma SANDERSON

This paper covers:

  • lessons from the AAT
  • ATO guidance
  • concessional contributions
  • contribution strategies
  • TR 2013/5
  • taxation components on death.
Materials from this session:

Reducing de facto death duties on the payment of superannuation death benefits to adult children

Author(s):  Suzanne MACKENZIE

This paper covers:

  • an overview of the taxation of superannuation benefits
  • element taxed in the fund
  • establishing ‘dependency’
  • accessing super pre-death
  • re-contribution strategies
  • other relevant issues for adult children beneficiaries.
Materials from this session:

The ATO role in the administration of superannuation

Author(s):  Stuart FORSYTH

This presentation covers:

  • SMSF statistics
  • regulation of SMSFs
  • penalty regime for SMSF trustees
  • illegal early release scheme promoters
  • ATO interaction with funds
  • budget measures 2014.
Materials from this session:

Superannuation & investment markets

Author(s):  David MIDDLETON

This presentation covers:

  • deflation can destroy
  • reducing debt – the options
  • financial repression
  • advantages for government
  • the currency overlay.
Materials from this session:

Migration of primary production land to super

Author(s):  Matthew Andruchowycz

This paper covers:

  • primary production business
  • SIS issues
  • structuring the transaction
  • disposal by related party
  • financing the aquisition.
Materials from this session: