shopping_cart

Your shopping cart is empty

Contributions

Member Price: Free
Non Member Price: $15.00

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 25 Sep 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This powerpoint presentation covers topics such as:
- Analysing the overall tax effectiveness under different scenarios: contributions tax, RBL issues, surcharge issues and indirect costs
- Contributions - examining the main rules and risk areas
- Contributions strategies - do they work?
- PSI, personal exertion and age based limits
- ATO's view - withdrawal and recibtribution
- In specie contributions and FBT issues

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel Butler, CTA, is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 40 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 15 January 2025
Click here to expand/collapse more articles by Daniel BUTLER.

 

This was presented at Superannuation intensive .

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

Individual sessions

Contributions

Author(s):  Daniel BUTLER

Materials from this session:

Payment of Benefits

Author(s):  Winsome HOWSON

Materials from this session:

RBL Planning

Author(s):  Peter HOGAN

Materials from this session:

Super Fund Investments

Author(s):  Mary SIMMONS

Materials from this session:

Superannuation update

Author(s):  Mark WILKINSON

Materials from this session:

Further details about this event:

 

Copyright Statement