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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

214

Published

September 23, 2020

Notes Online Home 2018 Super Schools Day 2

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

These seminar notes cover the following topics:

  • Planning to maximise access to the new contributions caps
  • Pension planning strategies
  • Superannuation estate planning after the super reforms
  • Asset protection, bankruptcy and superannuation

Chapters and Articles in 2018 Super Schools Day 2

Fundamentals of superannuation and bankruptcy

Designing an asset protection srategy for clients operating in high risk industries

Advanced strategies designed to maximise access to the NEW $1.6m TBC

Planning strategies for death benefit pensions

Using the pension planning strategy for life insurance under the TBA rues

Traps and tips associated with setting up multiple SMSFs for pension planning

Pension planning strategies for SMSFs paying a transition to retirement income stream

Utilising a withdrawal and re-contribution strategy in a post-super reform environment

Advanced contribution strategies for small business clients nearing retirement

New super concession provides windfall for ‘pension age’ clients selling the family home

Strategies for maximising non-concessional contributions under the super reforms

Tips and traps with high-income clients making concessional super contributions

Take advantage of the NEW super catch-up provision for CCs and achieve tax savings

Latest ATO update on using contribution ‘reserving’ within an SMSF

Dealing with administrative issues after the death of an SMSF member

Dealing with the payment of death benefits after the super reforms

Planning strategies for superannuation death benefits as part of a tax-effective estate plan

Tips and traps with life insurance and paying out death benefits

NTAA guide to the do’s and don’ts associated with advising terminally ill clients