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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

November 22, 2023

Notes Online Home 2023 Super Schools Day 2

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

 These seminar notes cover the following topics:

  • Key planning strategies when preparing for the new ‘$3M Super Cap’
  • Tax Effective Super Planning during times of rising inflation
  • Crucial Super Planning Strategies for the family unit
  • Advanced pension planning strategies after key recent developments
  • NTAA guide to superannuation and bankruptcy
  • Establishing a tax-effective super plan during rising inflation

Chapters and Articles in 2023 Super Schools Day 2

Navigating the end of the pension drawdown concession in the 2024 income year

Critical estate planning strategies for older taxpayers receiving an existing pension

Traps and tips with SMSFs applying the segregation rules for pensions

Maximise access to the NEW $1.9 million pension cap for couples and save!

Guidelines confirm key planning strategies for children working in the family business

Make deductible super contributions for children that are used to pay a house deposit

Maximising access to the amended downsizer contribution concession and save

Tips and traps with adding family members to an SMSF

Profiling a client’s needs for super planning: Gathering important information

Creating superannuation contribution plans for a client during inflation

Pension planning strategies for clients during times of rising inflation

Background to the proposed 15% earnings tax

Issues for SMSFs that hold valuable property portfolios

What steps can fund members undertake in preparation for the proposed earnings tax?

Use a trust and bucket company as part of retirement planning to achieve savings

Fundamentals of dealing with superannuation and bankruptcy

Important issues to consider for clients operating in high risk industries

Tips and traps associated with ‘restructuring’ business clients for asset protection

Maximising access to the non-concessional contributions cap during rising inflation

Guidance on commuting and recommencing a pension to access the $1.9m ‘pension cap’