This event was aimed at all tax professionals who advise clients in relation to superannuation tax planning issues.
The 30 June 2009 is fast approaching us. Again superannuation strategies are a crucial component of year end tax planning. This event covered the key elements of pre 30 June 2009 planning with a particular focus on making the most of the various superannuation caps and maximising tax effective contributions into superannuation. It also considered the timing issues of in-specie contributions of assets into superannuation which will have particular relevance this year given the recent stock market trends and the potential to crystallize capital losses. An overview of the 30 June 2009 deadline for pre 1999 unit trusts and the actions that should be taken was given.