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Super and CGT paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 Mar 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • super and the $5m net asset test
  • maximising the retirement exemption
  • treatment of the CGT exempt component
  • super funds and active assets.

Author profile

Lisa HURWOOD
As a Director in Business Advisory, Lisa manages a number of KPMG's clients providing business and taxation advice. She specialises in the set up and management of superannuation funds and leads a team of experienced staff who are involved in all aspects of fund accounting, taxation, administration and consulting. Lisa is the firm's overall consulting superannuation specialist and has undertaken projects relating to all aspects of superannuation legislation and compliance. She is a specialist in the set up and running of allocated pension funds and must deal regularly with financial planners, investment managers and insurers in administering these and other superannuation funds.
Current at 15 February 2005

 

This was presented at Superannuation Intensive .

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Individual sessions

Pensions and benefits

Author(s):  Lyn FORMICA

Materials from this session:

Family Law and Death

Author(s):  Heather WATSON

Materials from this session:

An actuary's perspective

Author(s):  Zoe DOWSETT

Materials from this session:

Super and CGT

Author(s):  Lisa HURWOOD

Materials from this session:

Further details about this event:

 

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