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  2008

Superannuation Intensive

Source: New South Wales

Published Date: 14 May 2008

 
Superannuation is a now the second most valuable asset for many Australians and is increasingly a significant part of clients' wealth planning strategies. Regular legislative changes offer a challenge to practitioners to ensure the continued compliance with legislation, the tax effectiveness and flexibility of existing arrangements for clients.
  • Are you on top of the latest developments in instalment warrants?
  • Do you know how to maximise the role of superannuation in estate planning?
  • Do you know what the ATO expects of you now as an approved auditor?
The planning opportunities for all your clients mean that maintaining knowledge in this area is crucial. This seminar discussed the answers to these questions, as well as other important topics. This seminar was aimed at tax practitioners, accountants, lawyers, financial planners, superannuation administrators and superannuation planners.

Note: The "Borrowing & Superannuation - A lawyer's & accountant's perspective" session had two parts, and so there are 2 papers and 2 presentations for that session.

Auditing and compliance issues

Author(s): Belinda Aisbett
Materials from this session:

Borrowing & superannuation - A lawyer's and accountant's perspective

Author(s): Raymond Lim , Hugh Taylor CTA , Chris Tsovolos FTI
Materials from this session:

The pension asset tax exemption - Segregation & actuarial requirements

Author(s): Craig Day
Materials from this session:

Superannuation strategies and case studies

Author(s): Jemma Sanderson CTA
Materials from this session:

Estate planning through superannuation

Author(s): Craig Dangar
Materials from this session:

Details

  • Published On:14 May 2008
  • Took place at:Swissotel, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2008

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