Notes Online

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Disclaimer
These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.

Document Type

Publication

Pages

238

Published

September 18, 2020

Notes Online Home 2017 Super Schools Day 2

This publication, as a whole, is available in HARDCOPY only.

 

These seminar notes cover the following topics:

  • New contribution planning strategies
  • Incorporating SMSFs into property development and investment
  • Pension planning strategies
  • Setting up a tax-effective super plan under the new reforms
  • NTAA guide to superannuation and divorce 

Chapters and Articles in 2017 Super Schools Day 2

Traps and tips associated with SMSFs buying property for investment purposes

NTAA guide to incorporating an SMSF into a property development business

Do’s and don’ts associated with an SMSF investing in, or developing, property

Innovative contribution strategies to overcome the NEW contribution eligibility requirements

New rules provide opportunities for revamped withdrawal and re-contribution strategy

Reforms provide boost for taxpayers splitting superannuation with their spouse

Advanced post-reform strategies for business clients to maximise contributions into an SMSF

Fundamentals of splitting super on divorce

Specific issues when advising clients with SMSFs

Tips and traps associated with advising sophisticated clients

Advanced divorce and super planning strategies for clients with children

Splitting super on divorce – Adviser checklist

Background to the NEW pension reforms that apply from 1 July 2017

Traps and tips associated with paying death benefit pensions under the NEW pension rules

NEW rules provide major planning opportunities for couples

Using TRISs from 1 July 2017 and achieving tax savings!

Traps and tips associated with SMSFs applying the NEW segregation rules

NEW rules create compliance nightmare for SMSFs paying pensions from geared assets

NEW rules create tax hit for taxpayers who partially commute super pensions

Maximise access to the transitional CGT relief for SMSFs and save $’000s