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Superannuation - 2009 National Roadshow

Published on 25 Mar 2009 | Took place at Peppers Seaport Hotel, Launceston, National

The 2009 Superannuation Roadshow was also held on the following dates/locations:

  • 16 February, Adelaide
  • 17 February, Perth
  • 24 February, Brisbane
  • 25 February, Sydney
  • 26 February, Canberra
  • 5 March, Melbourne.
Aimed at tax practitioners and financial planners who advise superannuation fund trustees and fund members, and are looking for an update of the practical implications of developments in the area, this event provided a practical analysis of the current superannuation strategies available to add value to your clients’ investments, especially in a time of economic turbulence.

Individual sessions

Superannuation - 2009 National Roadshow

Author(s):  Jemma SANDERSON

This paper covers:

  • recent superannuation developments:
    • recent SMSF cases
    • TA 2009/1 – Superannuation Illegal Early Release Arrangements
    • Family law (de facto) Bill receives assent
    • Same Sex Relationships Act receives assent
    • SMSFR 2008/D4 – Borrowing in Superannuation Funds
    • SMSFR 2008/D5 – In-House Asset Definitions
    • SMSFD 2008/3 – Binding Death Benefit Nominations in a SMSF
    • excess transitional non-concessional contributions
    • SG and OTE – SGR 2008/D2
    • ATO ID 2008/137 – Separate Net Income: Account Based Pension
    • ATO ID 2008/113 – Transfer from Foreign Superannuation Fund
    • superannuation and insolvency administration
  • Pre 1999 Unit Trusts:
    • strategies leading up to 30 June 2009
    • beyond 1 July 2009 – unit trusts in superannuation
  • Superannuation Interests:
    • what is a superannuation interest?
    • income stream strategies
    • accumulation strategies
    • Superannuation Interest Rulings and ATO ID’s
  • employment termination payments / redundancy:
    • transitional rules
    • ETP Rulings and ATO IDs
  • insurance in superannuation:
    • obtaining cover – policy or self-insurance
    • allocating insurance proceeds
    • accessing insurance proceeds
    • tax on insurance proceeds
  • superannuation and the financial crisis:
    • bankruptcy and superannuation
    • accessing superannuation benefits
  • superannuation and estate planning:
    • death benefit instructions
    • superannuation death benefits
    • superannuation death benefit strategies
  • key rates – 2008/2009.
Materials from this session: