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Superannuation 2004
Published on 25 Mar 2004 | Took place at Eagle Street Conference Centre, Brisbane, QLD
Manoeuvring your way through the DIY Super funds territory can be like wading through a crocodile infested river!!!
HELP YOUR CLIENTS AVOID THE PITFALLS AND DANGERS - Don't get trapped!
Get a 20% discount when you buy all the items from this event.
Individual sessions
DIY Superannuation: the new toy
Author(s):
Neal DALLAS
This paper covers the following topics:
- how much do you need?
- the informed fund trustee
- accumulation v defined benefit
- planning for surcharge reduction
- SGC changes.
Materials from this session:
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DIY Super Funds: flirting with danger
Author(s):
Tim KENDALL
This presentation covers the following topics:
- prudential standards
- artworks and chattels
- investment strategies
- liability v borrowing
- keeping your auditor happy.
Materials from this session:
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Superannuation: Family Involvement
Author(s):
Joanne DWYER
This paper covers the following topics:
- Part 8 associates
- geared trusts - what are your options?
- co-ownership strategies
- business real property exemption
- leasing chattels to related parties.
Materials from this session:
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Superannuation: nearly safe
Author(s):
Richard MARSDEN
This presentation covers the following topics:
- segregating assets
- allocated pension v complying pension
- commutation
- RBLs and excess benefits
- how permanent is retirement?
Materials from this session:
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