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Superannuation - not so simple paper

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Published on 06 Oct 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

Despite this year’s budget announcements, superannuation remains as complex as ever. The rules have changed and so have the strategies for those wishing to maximise their superannuation benefits. This paper provides you with a practical insight into new superannuation strategies, and demonstrates the growing importance of financial modelling in strategic wealth creation. Topics covered include:

  • accumulation v pension
  • excessive contributions
  • wealth creation
  • estate planning.

Author profiles

Kim Cowie
Kim is a Technical Services Manager with ITC Limited. She has over 20 years in the funds management and financial planning industries, encompassing roles in company accounting, product design and technical analysis and strategy. - Current at 18 August 2009
Click here to expand/collapse more articles by Kim COWIE.
Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at 45th Victorian State Convention: Finding buried treasure .

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

Individual sessions

Superannuation - not so simple

Author(s):  Kim COWIE,  Bernie O'SULLIVAN

Materials from this session:

Digging for gold in black holes: Black hole expenditure - what's fixed and what isn't?

Author(s):  Tim NEILSON

Materials from this session:

Drawing a treasure map - tax in 5 to 10 years

Author(s):  Neil A WARREN

Materials from this session:

CGT Rollovers: restructuring for the top end

Author(s):  Richard CZERWIK,  Stephen CARPENTER

Materials from this session:

Restructuring for SMEs

Author(s):  Michael SELTH,  Michael JONES

Materials from this session:

Navigating through corporate restructuring tax provisions

Author(s):  Michael CLOUGH,  Daniel SNYDER

Materials from this session:

Tax issues for property developers, one-off builders and developers

Author(s):  Lachlan R WOLFERS

Materials from this session:

CGT small business concessions - selected issues

Author(s):  Ron JORGENSEN,  Daniel SMEDLEY

Materials from this session:

Latest remuneration strategies

Author(s):  Elizabeth LUCAS

Materials from this session:

HWI audits: the long and winding road

Author(s):  Paul SOKOLOWSKI

Materials from this session:

Intellectual property: traps & opportunities

Author(s):  Anthony BRADICA

Materials from this session:

International tax - there's treasure buried all over the world

Author(s):  Liam COLLINS

Materials from this session:

Managing risks in a tax audit: the tax man cometh

Author(s):  Michael BERSTEN

Materials from this session:

New land tax and stamp duty issues and planning techniques

Author(s):  Zoe CHUNG

Materials from this session:

Consolidation...unfinished business

Author(s):  Michelle DE NIESE

Materials from this session:

The pending taxation of financial arrangements regime - practical analysis

Author(s):  Ken SPENCE,  Simon HAINES,  Enzo COIA

Materials from this session:

Holding on to your treasure: bankruptcy and the implications for asset protection

Author(s):  Michael LHUEDE

Materials from this session:

Winning treasure from the courts - treatment of compensation payments and damages awards

Author(s):  Michael HINES

Materials from this session:

The 'ins' and 'outs' of testamentary trusts

Author(s):  Bruce COOK

Materials from this session:

Exploring new waters - emerging trust issues

Author(s):  Graeme HALPERIN

Materials from this session:

Tax Practice 2006

Author(s):  Chris WALLIS,  Keith JAMES,  Neil EARLE

Materials from this session:

Further details about this event:

 

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