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Superannuation Intensive 2010

Published on 27 Jul 2010 | Took place at UQ Downtown Brisbane, Brisbane, QLD

This event provided a comprehensive update for any practitioner involved in the area of superannuation. Topics covered included:

  • contribution strategies and tax developments – what you need to know before 30 June
  • retiring with Henry – retirement planning after the Budget and Henry Review
  • super strategies workshop – putting the latest strategies into practice with our workshop leaders
  • the limits of advice – what advice can you legally provide on super in the post Cooper world?
  • super and CGT – managing capital gains tax for funds, individuals and mastering the small business concessions
  • open forum: The future of super – your chance to ask the experts.

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Individual sessions

Super contributions & tax developments: The implications

Author(s):  David SHIRLOW This presentation covers:

  • Henry Tax Review & the government response
    • long and short term implications
  • other recent developments
  • managing contribution issues in 2009/10
    • deductible personal contributions
  • assessing super and non-super alternatives.
Materials from this session:

Retiring with Henry

Author(s):  Mark ELLEM This paper covers:

  • analysing the budget night and Henry Review implications for retirement planning
  • what are the changes to income streams?
  • what does this mean for your clients ability to retire?
  • interaction with Centrelink issues
  • longevity - a final point.
Materials from this session:

Workshop guide

Author(s):  Neal DALLAS,  Chris WYETH,  Peter VILAYSACK This paper is a workshop guide for the 2010 Supuerannuation Intensive.

Materials from this session:

Super & CGT

Author(s):  Ian BURGESS This presentation covers:

  • using CGT small business concessions to maximise contributions
  • the CGT override rule for super funds
  • CGT rollover on fund mergers
  • CGT & limited recourse borrowing arrangements
  • Henry Report implications for CGT & super.
Materials from this session: