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Elements of superannuation

Member Price: $57.00
Non Member Price: $75.00

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Published on 15 Apr 99 by QUEENSLAND DIVISION, THE TAX INSTITUTE

The topics that will be discussed are:I.What is a superannuation fund, and particularly the implications of a superannuation fund being really a special type of trust relationship.II.The regulatory regime in general - particularly when you should be talking to the ISC, APRA, ASIC, ATO and similar acronyms.III.A brief overview of SIS.IV.What you can do for those trustees who forgot to lodge their elections with APRA or who had forgotten to lodge them with the ISC.V.And finally, what you should find in a good superannuation fund trust deed.

Author profile

Scott Hay-Bartlem CTA
Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association. He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures. He is a director of the SMSF Association and a SMSF Specialist Advisor™ with the SMSF Association, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners. Scott chairs the Cooper Grace Ward Diversity Committee and its ARCUS sub-group, and is the leader of the firm’s Private Client Commercial group. Scott been selected by his peers for inclusion in the 13th Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates Wealth Management / Succession Planning Practice and Commercial Law. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’. Scott has been listed in Doyle’s Guide for Queensland Estate Planning lawyers as a pre-eminent practitioner, and was a finalist in the Australasian Law Awards for ‘Commercial Partner of the Year’ for 2020. He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology. Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning. - Current at 06 January 2021
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Individual sessions

Elements of Superannuation

Author(s):  Scott HAY-BARTLEM

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Self Managed Funds

Author(s):  Kim TRAJER

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Wealth Creation Strategies and Death Considerations

Author(s):  Andrew TYNAN

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GST and Superannuation

Author(s):  Greg BALWIN

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