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2016 Superannuation Intensive

Published on 14 Jun 2016 | Took place at City West Receptions, West Perth, WA

This event ensured delegates understand the impact of recent cases. Delegates heard direct from industry experts through practical workshops and technical sessions.

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Individual sessions

Superannuation regulatory update

Author(s):  Greg BENTLEY

This paper covers:

  • Budget
  • LRBA related party loans
  • QROPS/ROPS changes
  • what to consider prior to 30 June 2016.
Materials from this session:

Contribution workshop: Case study & answers

Author(s):  Con GOTSIS

This paper covers case studies on contribution.

Materials from this session:

Strategies for SMSF property transactions

Author(s):  Alan KRAWITZ,  Claire Baggott

This paper covers:

  • transfer of real property into a self managed superannuation fund
  • transfer of property from a SMSF to a member
  • transfer of property from one SMSF to another
  • investment by an SMSF in a geared unit trust which acquires property
  • limited recourse borrowing arrangements.
Materials from this session:

Successful SMSF succession

Author(s):  Jemma SANDERSON

This paper covers:

  • recent cases
  • common misconceptions
  • blended families.
Materials from this session:

Pension workshop

Author(s):  Katie Timms

This paper covers:

  • the forgotten and common mistakes
  • $1.6 million transfer balance cap
  • transition to retirement changes
  • taxing pensions as lump sums
  • what can we do in the interim?
Materials from this session: