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Life Cycle of a Self Managed Super Fund (Part 1)
Published on 06 Aug 2002 | Took place at The Hilton Hotel, Brisbane, QLD
This seminar is the first part, in a two-part series. It discusses self managed fund set up requirements, investment and prudential standards, and lump sums on winding up.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Investment and prudential standards
Author(s):
Joanne DWYER
This seminar paper discusses investment and prudential standards, including co-ownership, investment strategies, related party transactions, geared trusts, business real property exemptions, leasing of chattels and sole purpose test.
Materials from this session:
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Eligible termination payments
Author(s):
Scott HAY-BARTLEM
This powerpoint presentation discusses the taxation of ETPs, treatment of CGT exempt component, documenting your ETP, planning for ETPs and bona fide redundancy payments.
Materials from this session:
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Self managed fund set up requirements
Author(s):
Scott HAY-BARTLEM
This powerpoint presentation discusses the taxation of ETPs, treatment of CGT exempt component, documenting your ETP, planning for ETPs and bona fide redundancy payments.
Materials from this session:
insert_chart