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Insurance and superannuation presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Apr 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • insurance changes from 1/7/14
  • options for holding insurance payouts in SMSF
  • anti-detriment
  • succession planning considerations
  • trustee requirements
  • FOFA rules.

Author profile

Cameron Allen CTA
Cameron is the Manager for the Strategic Tax Consulting Division of Marsh & Partners in Brisbane. Cameron has over 10 years’ experience in providing solutions in complex taxation and business matters. He is the ´go to person’ for difficult taxation situations, and provides leadership in professional development across the firm. Cameron’s specialties include: Self -Managed Superannuation Advice, Business Contract Negotiations, Complex Taxation Matters, Family Breakdown advice and mediation, Salary Packaging, Business Transmission and Structuring. - Current at 07 April 2015

 

This was presented at Superannuation .

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Individual sessions

Insurance and superannuation

Author(s):  Cameron ALLEN

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Conflicts in a superannuation death benefit context

Author(s):  Neal DALLAS

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Contribution strategies and instalment contracts

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Asset protection and bankruptcy

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Setting the scene first 100 days in private practice

Author(s):  Stuart FORSYTH

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Limited recourse borrowing arrangement update

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Further details about this event:

 

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