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Superannuation update 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 10 Feb 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • impact of pension changes (including Age 100 Market linked pensions and new allocated pension PVFs)
  • using pension rules to advantage
  • contribution splitting
  • RBL strategies and issues
  • planning for efficient taxation of death benefits
  • use of binding death nominations and other super and estates issues
  • ATO's SMF areas focus
  • why you need to update client fund deeds.

This paper was also presented by John Ross at the 'SMEs - There's More to Know' seminar held in Sydney on 28 March 2006.

Author profile

Paul Banister CTA
Photo of author, Paul BANISTER Paul Banister, CTA, is a Chartered Accountant and a Partner at Grant Thornton in their Private Enterprise team in Brisbane. He has over 40 years’ experience working with clients in an array of industries to help them navigate through complex and potentially risky tax and commercial issues, including to address tax disputes. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning, estate planning and philanthropy. Paul has presented at many professional and business forums, both in Australia and internationally, and is a published author. Paul is the Vice President of The Tax Institute and was the recipient of The Tax Institute’s SME Tax Adviser of the  Year Award for 2016. - Current at 13 February 2026
Click here to expand/collapse more articles by Paul BANISTER.

 

This was presented at SMEs - There's More to Know! .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation update

Author(s):  Paul BANISTER

Materials from this session:

Restructuring alternatives

Author(s):  Matthew BURGESS

Materials from this session:

SME the property developer (or dabbler)

Author(s):  Michael RICHTER

Materials from this session:

Structuring to maximise access to CGT concessions

Author(s):  Brian J RICHARDS

Materials from this session:

Loans to and from related parties (the issues remain)

Author(s):  Jamie TOWERS

Materials from this session:

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