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8th Annual Superannuation Intensive Conference

Published on 02 Jun 2010 | Took place at Hilton Sydney, Sydney, NSW

Superannuation is now widely considered the retirement savings vehicle of choice. This is one of the reasons for the recent growth in super funds, both in numbers and dollar amount invested. This is particularly evident in the SMSF space. With this increased growth we have also witnessed numerous changes and uncertainties with 2010 proving to be no different.

This equiped you with the necessary tools to help develop your clients’ strategies, assist them with their SMSF issues and enable you to offer your clients’ planning opportunities. This event covered the following areas:

  • recent cases, rulings and latest legislative developments
  • contribution, reserves and gearing strategies for SMSF
  • administration, audit and compliance issues for SMSF
  • ATO views on the SMSF regulatory framework.

Get a 20% discount when you buy all the items from this event.

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Individual sessions

Superannuation update

Author(s):  Mark WILKINSON This paper covers:

  • Cooper Review preliminary report released
  • superannuation rates and thresholds for 2010/11
  • rulings and interpretive decisions.
Materials from this session:

Superannuation and estate planning

Author(s):  Graeme COLLEY This presentation covers superannuation and estate planning.

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Self managed super fund borrowings

Author(s):  David BUSOLI This paper covers:

  • the structure of a limited recourse borrowing arrangement
  • practical issues.
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Audit & compliance issues

Author(s):  Belinda AISBETT This paper covers:

  • audit risks for clients with instalment warrant debt
  • excess contributions rules
  • business real property definition guidance.
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Reserving/reserving strategies

Author(s):  Grant ABBOTT This paper covers:

  • the history of SMSF reserves
  • what is a superannuation fund reserve?
  • the new SMSF and why the reserve makes it
  • SMSF strategy and compliance
  • how is a reserve created?
  • reserves, tax and the superannuation laws
  • simple SMSF reserve case study
  • the importance of the trust deed
  • creating a reserve
  • creating a self insurance reserve in a SMSF
  • self insurance - taxation
  • self insurance reserve case study.
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Administration and practical issues

Author(s):  Andrew BLOORE This presentation covers administration and practical issues.

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ATO regulation of SMSFs

Author(s):  Stuart FORSYTH This paper covers:

  • loans to members/financial assistance
  • illegal early release
  • excess contributions tax
  • reporting compliance
  • how reporting issues impact on administrators and auditors of SMSFs ESAT improvements.
Materials from this session: