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Super - Are You Getting All The Benefits?

Published on 09 Nov 2012 | Took place at The Duxton Hotel, Perth, WA

    So the government has changed Super again! Is it still worthwhile to invest in superannuation? These are the questions that your clients are no doubt asking. This seminar gave attendees all the strategies to effectively manage your clients SMSF to ensure they are getting the maximum benefit for what they are allowed to contribute.
    This seminar covered strategies for:
  • maximising superannuation balances, and paying them out efficiently and effectively
  • What to do when your client no longer wants to manage their own super?
  • How to use an SMSF effectively for estate planning and what happens when the member passes?

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

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Individual sessions

The changing SMSF environment: A general update

Author(s):  Greg BENTLEY

This paper provides a technical update on recent changes that impact on SMSFs.

Topics that are covered include:

  • recent rulings
  • interpretative decisions
  • recent cases
  • NTLG determinations
  • other government announcements.
Materials from this session:

Stronger super measures: How they will impact you

Author(s):  Peter BURGESS

This paper provides an update on the progress of the Government’s SMSF stronger super reforms with a particular focus on the following areas:

  • the ATO’s additional SMSF enforcement powers
  • the SMSF investment strategy reforms
  • the ATO’s new SMSF asset valuation guidelines
  • the proposed new penalties which will apply to illegal early access and unlawful payments
  • SuperStream and its impact on the SMSF sector.
Materials from this session:

Contributions: Tricks, traps and strategies presentation

Author(s):  Peter BURGESS

This paper discusses the introduction of the new 15% contribution 'charge' for high income earners and the emergence of alternative funding strategies in a low contribution cap environment. The way the 15% contribution charge will be assessed and collected is discussed along with the excess concessional contribution refunding measure which has recently been passed into law. This paper also addresses recent AAT cases involving excess contributions and the outlook for off-market transfers in the wake of recent Government announcements. The ATO’s compliance approach to in-specie contribution reserving strategies and the use of contribution suspense accounts is also covered along with many other topical contribution issues.

Materials from this session:

SMSFs and related party transactions: Issues and opportunities

Author(s):  Con GOTSIS

Related parties and the rules that control the nature of a SMSF's interaction with them would probably if surveyed amongst superannuation professionals be an area of superannuation law that is in practice the most complex to deal with and understand.There are many misconceptions about how these rules apply. This paper runs through a number of case studies to identify opportunities and also to highlight issues of concern.

Topics covered include:

  • acquisition rules
  • in house asset rules
  • arm's length dealing requirements
  • financial assistance rules
  • non-arms length income rules
  • related party borrowing requirements
  • pre 99 unit trusts and leases
  • 13.22C unit trusts and other structures.
Materials from this session:

Pensions

Author(s):  Jemma SANDERSON

With the ability for taxpayers to commence a pension upon attaining their preservation age, there are numerous opportunities and strategies available to consider. However, pension strategies within a fund also need to be considered carefully in light of the minimum (and maximum) pension requirements, as well as the estate planning implications. This paper outlines some of the main strategies with respect to pensions, as well as the areas to be aware of and consider in detail to ensure that the advantages of such strategies are not lost.

Materials from this session:

Estate planning and winding up an SMSF

Author(s):  Cindy MCDONALD

As the population ages SMSF trustees & their advisers will be faced with the prospect of winding up an SMSF. This paper considers the last ‘stage’ in the lifecycle of an SMSF, including:

  • ageing trustees – options if trustees become incapable of running their SMSF
  • death in a single member fund – who takes on control, and what options do beneficiaries have?
  • death of the ‘final’ pension or accumulation member in an SMSF
  • practical issues on winding up an SMSF, tricks and traps to look out for.
Materials from this session: