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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 Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government. Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ. He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the ATAX Masters course at UNSW and the Master of Commerce (Financial Planning) course at UWS. - Current at 26 June 2019
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This was presented at National Superannuation Conference 2015 .

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