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Wealth and Tax Planning
Published on 04 Jun 2001 | Took place at Pacific International Hotel, Cairns, QLD
This seminar focuses on the issues to be considered in wealth creation by tax planning and investment and the pitfalls and traps to avoid in order to maximise retention of assets.
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Individual sessions
Wealth & Tax Planning: Cases & Rulings
Author(s):
Stephen GRAW
This seminar paper looks at cases and rulings in relation to wealth and tax planning.
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Superannuation
Author(s):
Greg CAHILL
This powerpoint presentation discusses superannuation issues, including: Non-vested membership class; Use of investment reserves; Surcharge strategies; Forfeit and reallocation of benefits; Contribution for over 70s.
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Superannuation Fund Investments
Author(s):
Stephen CHILD
This powerpoint presentation discusses superannuation fund investments, including: Market size; Why chose a SMSF; What you need; Investment rules and strategies.
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Death, Divorce and Wills
Author(s):
David HANNAY
This powerpoint presentation discusses issues surrounding wills.
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Capital Gains Workshop
Author(s):
Clifford HUGHES
This powerpoint presentation discusses capital gains, with a focus on: examples and exclusions of discounted capital gains, anti-avoidance, CGT events, Small business GST relief, Scrip-for-scrip rollovers.
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Stamp Duty: The New Duties Bill
Author(s):
Sean WALSH
This seminar discusses Stamp Duty, including: The structure of the Duties bill, Instruments versus transactions, Transfer duty, Land rich and corporate trustee duty, Lease duty, Mortgage duty, Exemptions, Anti-avoidance schemes.
Materials from this session:
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