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Making a super exit presentation

Published on 27 Aug 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • plan your super exit so able to:
    • satisfy CGT exemptions (base conditions)
    • make CGT contributions (age/work test)
    • make ongoing concessional or non-concessional contributions (age/work test)
  • deal with:
    • incapacity
    • death
    • disinterested trustees.

Author profile

Lyn Formica
Lyn is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). - Current at 05 May 2017
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This was presented at 2015 Queensland Tax Forum .

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

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