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Superannuation Intensive

Published on 03 Jun 2010 | Took place at Kooyong Lawn Tennis Club, Kooyong, VIC

Superannuation is ever evolving, dynamic and challenging. This makes keeping up with the latest changes and latest thinking so important. Recently, we have seen the Tax Office issue a Taxpayer Alert regarding SMSF trust deed provisions that seek to exclude excess contributions, the finalisation of the ruling on “Contributions”, and the Government announcement of changes to the law dealing with the taxation of limited recourse borrowing arrangements. To assist practitioners stay up-to-date with the latest issues and opportunities in superannuation (with a focus on SMSFs) this event was designed to examine four areas relevant to the "life" of a superannuation fund. Leading superannuation practitioners presented on the following hot topics:

  • contributions and dealing with contribution caps
  • types of structured SMSF investments
  • use of reserves by SMSFs
  • estate planning & superannuation.

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Individual sessions

Contributions & the contribution caps

Author(s):  Noelle KELLEHER,  Sophie WILLIAMS This presentation covers:

  • what is a super contribution?
    • ATO ruling TR 2010/1
  • making a super contribution
  • dealing with the contribution caps
  • what are 'special circumstances' under the contribution capping rules?
  • the Henry Review and the federal budget.
Materials from this session:

Structured investments

Author(s):  Philip BRODERICK

This paper covers:

  • investments in trusts and companies
  • borrowing by funds - the latest issues
  • terms contracts - the alternative to borrowing.
Materials from this session:

Superannuation and death

Author(s):  Thalia KALABOUKAS,  Chris KETSAKIDIS

This paper covers:

  • death benefits
  • taxation of death benefits
  • pre-death strategies.
Materials from this session:

Reserving strategies - The tips and the traps

Author(s):  Robert O'Donohue This paper covers:

  • when can an SMSF use a reserve?
  • what must a trustee do in creating and maintaining reserves?
  • how are distributions from reserves treated for tax purposes?
  • how are amounts distributed from reserves classified for superannuation benefit purposes?
  • so what is a reserve?
  • what is the maximum amount permitted to be accumulated in reserves?
  • what types of reserving strategies are available to SMSFs?
  • asset protection.
Materials from this session: