shopping_cart

Your shopping cart is empty

Super Day

Published on 22 May 2018 | Took place at Fenix Events, Richmond, VIC

This event covered a summation of what has changed in the Super world and how these changes impact your existing and future strategic planning. Other areas of interest will include a refresher on investing within the superannuation fund, what is on the ATO’s radar and practical look at TBAR reporting.

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

Individual sessions

General update - Contributions - What’s changed?

Author(s):  Heather GRAY

This paper covers:

  • concessional contributions
  • non-concessional contributions
  • downsizer contributions
  • first home super saver scheme
  • post-retirement contributions
  • spouse offset
  • opt-out of superannuation guarantee contributions
  • low income superannuation tax offset
  • CGT cap
  • Division 293 tax.

 

Materials from this session:

Investments in self-managed super funds

Author(s):  Liz WESTOVER

This paper covers:

  • investment statistics
  • considerations for SMSF investments?
  • acquisition and sale of assets
  • collectables and personal use assets
  • valuations
  • investing through trusts.
Materials from this session:

Superannuation & estate planning

Author(s):  Daniel BUTLER

This presentation covers:

  • lump sums
  • pensions
  • BDBNs
  • SMSF succession.
Materials from this session:

Post super reforms – Time for a rethink on strategies

Author(s):  Aaron Dunn

This presentation covers:

  • modified transfer balance
  • strategies using a member’s TSB
  • dealing with pension payments post super reforms
  • all in the timing with ECPI changes.
Materials from this session:

ATO areas in focus

Author(s):  Tara McLachlan

This presentation covers:

  • super guarantee
  • superstream
  • single touch payroll
  • 2018 Federal Budget announcements.
Materials from this session:

TBAR for SMSF’s

Author(s):  Leanne Connor,  Vusi Nxele

This paper covers:

  • what needs to be reported
  • when reporting is due
  • practical issues for advisers
  • challenges for advisers
  • ATO approach.
Materials from this session: