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Planning birthday parties in middle age video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 02 Mar 11 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Abstract:
This video covers:

  • maximising super contributions post-Henry review
  • company tax - An interest-free loan to the government
  • using the non-concessional cap and the CGT cap to set up an income stream within the fund
  • early retirement - How to fund your hobbies
  • drawing lump sums - Intention to never again be gainfully employed
  • is it tax effective to draw a pension?
  • ways to use the CGT retirement exemption before age 55
  • pensions for over 60s
  • designing a mix of super benefits to suit you
  • contribution rules
  • do you really want to take the money out of super?

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Planning birthday parties in middle age
Author(s):  Scott HAY-BARTLEM

Author profile

Scott Hay-Bartlem CTA
Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association. He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures. He is a director of the SMSF Association and a SMSF Specialist Advisor™ with the SMSF Association, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners. Scott chairs the Cooper Grace Ward Diversity Committee and its ARCUS sub-group, and is the leader of the firm’s Private Client Commercial group. Scott been selected by his peers for inclusion in the 13th Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates Wealth Management / Succession Planning Practice and Commercial Law. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’. Scott has been listed in Doyle’s Guide for Queensland Estate Planning lawyers as a pre-eminent practitioner, and was a finalist in the Australasian Law Awards for ‘Commercial Partner of the Year’ for 2020. He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology. Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning. - Current at 06 January 2021
Click here to expand/collapse more articles by Scott HAY-BARTLEM.
This was presented at 26th National Convention .

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