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Superannuation changes - What's new and what's the impact paper

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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 22 Nov 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

With the recent announcements and rulings within the superannuation environment, together with the recent federal election, this paper gives updates on the following topics and includes strategies/practice tips:

  • changes to excess contributions tax regime
  • concessional contribution cap changes
  • new taxation regime for high income earners
  • new rules for funds paying pensions
  • commencement and cessation of paying pensions
  • segregation of assets within funds.

Author profile

Alanah Boylon CTA
Alanah Boylon, CTA, Edwards Marshall Alanah Boylon commenced with Edwards Marshall in 2013 as Senior Manager, Superannuation Services. Alanah has over sixteen years' experience in the provision of taxation and accounting services in SMSF, and SMEs and Professionals specialising in SMSFs and their tax implications including preparation of financial statements, annual reporting requirements and income tax returns for SMSFs; superannuation Legislation; tax and Capital Gains Tax on investments; retirement planning; and pension stream arrangements. - Current at 04 December 2013

 

This was presented at Superannuation Day .

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Individual sessions

Superannuation changes - What's new and what's the impact?

Author(s):  Alanah Boylon

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Superannuation guarantee - What you need to know

Author(s):  Glynn FLAHERTY

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Insurance in SMSFs - The changes and practical implications

Author(s):  Tasha NAIGE

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Stamp duty implications of common SMSF transactions

Author(s):  Bernard WALRUT

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Relationship breakdowns - SMSF super splitting

Author(s):  Matthew Andruchowycz

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Practical SMSF administration

Author(s):  Tricia Kleinig

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Acquiring assets from related parties - case study

Author(s):  Andrew SINCLAIR

Materials from this session:

Further details about this event:

 

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