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Exotic superannuation strategies paper

Published on 21 Aug 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • exotic contribution strategies
  • non-concessional contributions and the ‘bring forward’ rule
  • changes to non-concessional contributions rules
  • refund of excess concessional contributions from 1 July 2013
  • public sector superannuation funds and the catch of the caps
  • funding superannuation out of CGT small business concessions
  • funding superannuation out of personal injury settlements.

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Director of Technical and Professional Standards at the SMSF Association where he is responsible for the technical, advocacy and compliance. He supports members in providing high-quality advice on all aspects of self-managed superannuation funds. Graeme has over 30 years experience in the superannuation industry and had been involved in many of the changes to the government’s superannuation policy during that time. He was previously the National Technical Manager for OnePath Australia which involved providing technical advice on superannuation, social security and aged care to its adviser network. Prior to that, he was responsible for the coordination of superannuation litigation within the ATO. - Current at 30 August 2017
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This was presented at National Superannuation Conference 2015 .

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