shopping_cart

Your shopping cart is empty

Exploring superannuation presentation

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 27 May 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Superannuation has continued to develop over the last 12 months, with the ATO and APRA playing an active role in continuing to define the roles of accountants, auditors and trustees. In addition, new opportunities in the areas of investments (with funds being able to borrow) and estate planning have continued to emerge. This presentation outlines those opportunities and the issues that need to be taken into account in properly advising clients and:

  • reviews key ATO interpretative decisions, cases and rulings affecting superannuation funds
  • reviews the opportunities arising from the fact that funds can now borrow, and examine some of the opportunities and traps
  • examines other aspects for the investment rules with particular emphasis on the in-house asset rules.

Author profile

Mark Wilkinson
Mark is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues - Current at 29 March 2021
Click here to expand/collapse more articles by Mark WILKINSON.

 

This was presented at Annual Tax Forum .

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

Individual sessions

Division 7A update - 30 June 2008 is “drop dead date”

Author(s):  Gil LEVY

Materials from this session:

Exploring superannuation

Author(s):  Mark WILKINSON

Materials from this session:

Effective trust distributions: get them right

Author(s):  Neil WICKENDEN

Materials from this session:

Your trust is misplaced

Author(s):  Andrew Noolan

Materials from this session:

GST hot topics & recent developments

Author(s):  Andre SPNOVIC

Materials from this session:

Company losses – recoverable or lost?

Author(s):  Peter FOGALE

Materials from this session:

When the taxman comes

Author(s):  Weston RYAN

Materials from this session:

Demystifying taxation treatment of franchising

Author(s):  Ben WILSON

Materials from this session:

Mobile executives: outbound tax considerations

Author(s):  John MEEHAN

Materials from this session:

Buy – sell transactions: What are the issues?

Author(s):  Spyros KOTSOPOULOS,  Les SZEKELY

Materials from this session:

Consolidation - a report card

Author(s):  Jenny CLARKE

Materials from this session:

The new Federal Government and business taxation

Author(s):  Tony STOLAREK

Materials from this session:

Tax risk management – a view from the boardroom

Author(s):  Richard WARBURTON

Materials from this session:

Preparing for and conducting tax litigation

Author(s):  Malcolm STEPHENS

Materials from this session:

Tax losses- Where are we now?

Author(s):  Paul WELCH

Materials from this session:

Recent developments in R&D: Are you maximising your opportunities?

Author(s):  Karen STEIN

Materials from this session:

Snapshot of recent Australian international tax developments

Author(s):  Alison YOUNG

Materials from this session:

TOFA for real property

Author(s):  Joshua CARDWELL

Materials from this session:

TOFA – Hedging in practice

Author(s):  Matt HAYES

Materials from this session:

Waiver of legal professional privilege - ATO’s access and information gathering powers

Author(s):  Chris C BRANSON

Materials from this session:

Climate change – Indirect taxation issues

Author(s):  Amrit MACINTYRE

Materials from this session:

Part IVA - Where are we at?

Author(s):  Allan W BLAIKIE

Materials from this session:

M&A developments

Author(s):  Michael FRAZER

Materials from this session:

Capital management developments

Author(s):  Simon JENNER

Materials from this session:

GST developments

Author(s):  Paul STACEY

Materials from this session:

Promoter penalty laws, two years on

Author(s):  John KING

Materials from this session:

Early stage venture capital limited partnerships

Author(s):  Gareth KIRKBY

Materials from this session:

The business of backyard developers

Author(s):  Yvette PIETSCH

Materials from this session:

Dealing with tax audits

Author(s):  Ken SCHURGOTT

Materials from this session:

Further details about this event:

 

Copyright Statement