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Legislative changes for DIY 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 29 Oct 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

The use of superannuation structures in both the accumulation and retirement phases is an essential part of the tax planning process.

Superannuation strategies offer both opportunities for the astute and pitfalls for the unwary - particularly where reasonable benefit limits are an issue - and the problems don't end even with death!

Practitioners should ensure they are aware of current legislation, industry practices and contemporary strategies that can be implemented to maximise the position for their clients, including those who may have superannuation CGT exempt components resulting from the sale of their business.

In addition to an update on the recent changes to legislation, this presentation uses a range of case studies to provide insight into strategies and take full advantage of opportunities afforded to DIY super funds for small business owners and other high net worth individuals.

Author profile

Dean Watson
Dean is a senior financial planner with Perpetual, providing sophisticated financial advice to private clients. He has extensive experience in investment management, retirement planning, superannuation and recommending appropriate structures. Recently Dean was awarded a membership to the Personal Investor Magazine Master Class 'Honour Roll'; an award given to the top 50 financial advisers in Australia as judged by Personal Investor. - Current at 30 September 2004

 

This was presented at Small Business Intensive: Charting a steady course .

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

Individual sessions

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When is a small business not a small business?

Author(s):  Guy BRANDON

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Legislative changes for DIY superannuation

Author(s):  Dean WATSON

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CGT small business - certainly not simple business concessions

Author(s):  Ken SCHURGOTT

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The trust has served its purpose

Author(s):  Ken SCHURGOTT

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Further details about this event:

 

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