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16
Notes Online Home 2014 Tax Schools Day 2 'Cutting edge' year-end planning strategies for business clients
Using a company as an SMSF and save $'000s
In this section of the notes we look at how using a company as an SMSF can save money. In particular the following topics:
- Benefits and pitfalls of making non-concessional contributions into an SMSF
- Benefits and pitfalls of using a discretionary trust and company as an investment retirement vehicle
- NTAA table comparing the use of an SMSF and company for retirement purposes
- Case study compares the after-tax position of using a discretionary trust and an SMSF