2009

Superannuation - Issues and Strategies in the Current Environment

Source: Western Australia

Published Date: 15 Oct 2009

 
Superannuation rules and regulations continue to evolve and challenge practitioners. The 50% reduction in the concessional contributions limit as announced in the Federal Budget has limited the level of benefits that can be accumulated in superannuation, and exceeding the limit is punitive. It is therefore imperative that practitioners are aware of the contribution rules and the issues with respect to the limits to ensure that clients are optimising their superannuation.
  • This event focussed on the current contribution strategies and issues, including in-specie contribution issues, as well as outlined a range of other issues and tips and traps that are relevant for Practitioners who advise clients on Superannuation matters, particularly with respect to SMSFs.
  • This event was aimed at tax practitioners, accountants, lawyers, financial planners, superannuation administrators and superannuation advisers.

In-specie transfers

Author(s): Daniel Fry

How to make your fund's audit go smoothly

Author(s): Con Gotsis

Superannuation contribution issues and strategies

Author(s): Jemma Sanderson

Where we're at with borrowing with superannuation

Author(s): John Thomson

Superannuation case studies

Author(s): Jemma Sanderson
Materials from this session:

Estate planning & superannuation

Author(s): Angela Gaffney
Materials from this session:

Details

  • Published On:15 Oct 2009
  • Took place at:Perth Concert Hall, Perth

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Tags

2009

Share this page