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16th Annual Superannuation Intensive

Published on 28 Mar 2019 | Took place at Intercontinental Sydney, Sydney, NSW

This event on superannuation covered the key issues in the post superannuation reform environment and the practical implications of the changes for both pensions, property and contributions, plus more.

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

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Individual sessions

Superannuation and estate planning

Author(s):  David BARRETT

This paper covers:

  • death benefit payments post 1 July 2017
  • death benefits and the transfer balance cap
  • EPoAs and BDBNs.

 

Materials from this session:

Maximising contributions, strategies to help you help your clients

Author(s):  Craig DAY

This paper covers:

  • work test exemption
  • downsizer contributions.

 

Materials from this session:

Pensions & SMSFs

Author(s):  Colin LEWIS

This presentation covers:

  • the super next egg
  • proportionate - unsegregated
  • segregated
  • from the 2017/18 income year
  • two methods for calculating ECPI
  • disregarded small fund assets.

 

 

 

 

 

Materials from this session:

ATO update - SMSF regulation emerging issues

Author(s):  Dana FLEMING

This presentation covers:

  • compliance action and monitoring
  • recent court cases
  • monitoring the health of the SMSF sector
  • TBAR update.
Materials from this session:

When arm's length super is gnarly, nali or nale

Author(s):  Peter BOBBIN

This paper covers:

  • arm’s length standard within the SIS Act
  • arm’s length standard within the ITAA97
  • a practical look at gnarly arm's length - NALI super and employee share schemes 
  • a gnarly NALI(E) conclusion.
Materials from this session: