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SMSFs: fund administration – the tax issues presentation

Member Price: Free
Non Member Price: $15.00

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Published on 26 May 08 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

The popularity of using a SMSF to accumulate wealth for retirement is continuing. This presentation considers the myriad of taxation issues that arise for these funds, both in the accumulation phase and the pension phase. Case studies are used to demonstrate the tax effects of various retirement fund issues. Topics include:

  • segregation of assets
  • tax exemption for pension liabilities; how do you attract / retain the exemption
  • superannuation interests
  • optimising tax free component of super lumps sums and income streams
  • tax treatment of death benefits / strategies
  • transition to retirement.

Author profile

Peter Crump CTA
Peter is a Senior Consultant at BDO Adelaide, currently waiting for licencing to complete. Peter has specialised in the provision of advice on superannuation issues, especially with SMSFs, and brings a blend of experience as an actuary, financial adviser and consultant, with 35 years industry experience. He provides strategic advice to SMSFs, which is part of the overall lifestyle financial planning for their members. Peter also provides expert advice to Family Lawyers on superannuation related issues. Peter is a previous Chairman and board member of the SMSF Association. - Current at 10 February 2021
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This was presented at Superannuation Intensive .

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Case studies - wealth migration to and from SMSFs

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SMSFs: fund administration – getting the details right

Author(s):  Daniel JENKINSON

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SMSFs: fund administration – the tax issues

Author(s):  Peter CRUMP

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Case study – instalment warrants and property speculation

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