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Surcharge and SGC planning issues

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 04 Jun 98 by VICTORIAN DIVISION, THE TAX INSTITUTE

Topics covered include:
- the impact of super changes leading up to 1/7/98 & 1999
- Issues with surcharge assessments & advance instalments
- planning to minimise the surcharge and developments in surcharge
- SGC assessments and risk issues

Author profile

David Foulds
David is a Director in the Superannuation division of Pitcher Partners. He has more than 35 years’ experience in chartered accounting, having worked in both audit and private business areas. David has spent the last twenty five years exclusively in the Superannuation division providing consulting and administrative services. David has had extensive involvement in providing retirement and estate planning advice to clients of the practice. David is Chair of the ASFA Small Funds discussion group • Melbourne and is a current member of ASFA National SMSF Policy Sub-Committee. He has been a speaker at a number of Superannuation conferences presented on superannuation and retirement planning issues. - Current at 24 August 2012
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This was presented at Blue Series: D.I.Y. Super .

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Individual sessions

Surcharge & SGC Planning Issues

Author(s):  David FOULDS

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D.I.Y. Funds & Trusts

Author(s):  Daniel BUTLER

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Taxation Developments

Author(s):  Mark LAURIE

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Planning Opportunities

Author(s):  Ross Stephens

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