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Self Managed Superannuation Funds Intensive Seminar
Published on 20 Jun 2002 | Took place at Stamford Grand Adelaide, Glenelg, SA
This seminar discusses the funding of SMSFs, the taxation of SMSF benefits and funds, RBL planning and provides a superannuation update.
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Individual sessions
Funding of SMSFs
Author(s):
Suzanne MACKENZIE
This seminar paper discusses the funding of SMSFs, including: who can make contributions - when and for whom, rollovers, contributions for directors, service periods, in specie contribution and distribution, contribution reserves, surcharge issues for contributions.
Materials from this session:
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Taxation of SMSF funds
Author(s):
Stephen HUNTER
This powerpoint presentation discusses the taxation of SMSF funds, including: lump sums, pensions, and 'in specie' payments.
Materials from this session:
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RBL planning
Author(s):
Peter CRUMP
This seminar paper discusses RBL planning, including: when does pension RBL and lump sum RBL apply, spouse contributions, undeducted contributions, complying pensions to attract pension RBL, forfeiture of benefits, commence more than one pension, ensure full rebatability of pension.
Materials from this session:
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Taxation of SMSF funds
Author(s):
Stephen HEATH
This seminar paper discusses the taxation of SMSF funds, including: franking credits, investment in private companies, special deductions, asset segregation, CGT rules, forfeiture of benefits.
Materials from this session:
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Superannuation update
Author(s):
Greg MAY
This seminar paper provides a superannuation update, including: recent cases and rulings, proposed legislative changes, budget changes, family law changes, and FSR implications for advisers.
Materials from this session:
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