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Strategies for navigating the contribution minefield paper

Published on 12 Jun 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • contributions framework
  • scenario 1 - couple in their 40s
  • scenario 2 - couple in their 60s.

Author profile

Kerri Reynolds CTA
Kerri has over 20 years of tax and SMSF experience gained with her work for KPMG in Australia. Kerri has a broad range of in-depth experience, including both compliance and strategy for SMSFs, tax advisory and business consulting services to SMEs, and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. - Current at 04 September 2019
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This was presented at SA Annual Superannuation Day .

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The latest on SMSFs from the ATO

Author(s):  Howard Dickson

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