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Superannuation Day

Published on 18 Jun 2015 | Took place at City West Receptions, West Perth, WA

This event explored the latest changes at a practical and informative level and assist practitioners in understanding complex SMSF issues. The topics covered will assist you in identifying the different tax and compliance issues related to SMSFs that your clients are facing and provide you with the relevant tools to help you successfully deal with these issues.

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

Individual sessions

Superannuation regulatory update

Author(s):  Greg BENTLEY

This paper covers:

  • changes from 1 July 2014
  • changes during the year
  • what to consider post 30 June 2015.

 

Materials from this session:

Exploring the practicalities of super fund borrowing

Author(s):  Ron DOIG

This paper covers:

  • dealing with the banks
  • improvements
  • buying from related parties
  • transfer duty
  • wrong documents
  • buying off the plan
  • investing via unit trust.
Materials from this session:

Entering the pension phase

Author(s):  Jemma SANDERSON

This paper covers:

  • preservation components
  • lump sum v pension
  • to segregate or not - that is the question
  • withdrawal recontribution.

 

Materials from this session:

Property in superannuation

Author(s):  Jemma SANDERSON

This paper covers:

  • issues for consideration
  • alternative structures.
Materials from this session:

The concept of control, as it applies to super, family trusts and succession in general

Author(s):  Morgan Solomon

This paper covers:

  • control v ownership
  • Conti case study
  • Munro v Munro [2015] QSC 61
  • Mead v Lemmon (2015) WASC 71
  • transfer of control during life.

 

Materials from this session:

SMSFs & insurance - A forgotten opportunity or a headache?

Author(s):  Katie Timms

This paper covers:

  • stronger super: insurance & investment strategy
  • types of insurance
  • future service deduction.

 

Materials from this session: