- This full day seminar focused on the important place which the self managed superannuation sector inhabits in the current environment. Presenters looked at recent legislative and other changes as well as on leading edge strategies for managing all layers of the life cycle of the SMSF vehicle. This ranged from a focus on the front end funding/contribution strategies, through to management of investment strategies and the end of the life cycle which has come under so much more scrutiny with the ATO's recent ruling on the tax issues raised by income stream benefits.
- Issues covered included:
- funding retirement - how to maximise your benefits
- great deeds - the SMSF deed health check
- new client - super checklist
- excess contributions tax
- super on termination of employment
- the nuts and bolts of property in super
- estate planning timebombs.