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Superannuation

Published on 28 Apr 2015 | Took place at Tattersall's Club, Brisbane, QLD

This event delved into the often complex world of SMSFs and superannuation in general. It gave practitioners the opportunity to keep themselves up to date with all of the recent developments in the SMSF area so that they are best positioned to advise clients. It covered the recent and upcoming changes at a practical and informative level to assist practitioners navigate a range of SMSF issues.

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

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Individual sessions

Insurance and superannuation

Author(s):  Cameron ALLEN

This paper covers:

  • cross-insurance
  • reserving
  • the requirements in relation to payments made directly to the deceased and the anti-detriment payment
  • business succession planning
  • the requirement to consider insurance in the superannuation fund.
Materials from this session:

Conflicts in a superannuation death benefit context

Author(s):  Neal DALLAS

This paper covers:

  • the roles
  • the duties
  • the conflicts
  • McIntosh v McIntosh
  • conflicting fiduciary obligations and interest - other cases
  • strategies to reduce or eliminate the potential for conflicts.
Materials from this session:

Contribution strategies and instalment contracts

Author(s):  Kieran Hoare

This paper covers:

  • problems with in-specie contributions of real property
  • short term instalment contract
  • longer term instalment contracts as an alternative to super fund borrowings
  • technical compliance analysis with the SIS Act
  • tax treatment.
Materials from this session:

Asset protection and bankruptcy

Author(s):  Peter VILAYSACK

This paper covers:

  • bankruptcy laws
  • strategies to protect super.
Materials from this session:

Setting the scene first 100 days in private practice

Author(s):  Stuart FORSYTH

This presentation covers:

  • rules
  • issues
  • advise professionals
  • training needs
  • personal level.
Materials from this session:

Limited recourse borrowing arrangement update

Author(s):  Michael Garrone,  Megan Kelly

This paper covers:

  • proposed LRBA prohibition
  • issues with capital gains tax & LRBA’s
  • non-arms length income & LRBA’s
  • cross insurance post 1 July 2014 for SMSF
  • changes to the Corporations Act?
Materials from this session: