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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

December 5, 2025

Notes Online Home 2025 Super Schools Day 2

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

These seminar notes cover the following topics:

  • Ultimate guide to purchasing property in an SMSF
  • Preparing and planning for the proposed NEW $3 million super cap
  • Contribution planning opportunities
  • Fundamentals of dealing with super and divorce
  • Creative super structuring to maximise a client's wealth 

Chapters and Articles in 2025 Super Schools Day 2

Creative contribution strategies for taxpayers who are returning to the workforce

Key contribution strategies for business taxpayers underfunded for retirement

Important contribution strategies to maximise inheritances for surviving family members

Key contribution considerations for taxpayers receiving a pension

What are the key factors to consider when devising retirement planning for clients?

Maximise access to the contribution caps as part of retirement planning

Pension planning strategies after the recent increase in the transfer balance cap to $2m

An essential guide to dealing with super and divorce

Specific issues when advising clients with SMSFs

Tips and traps associated with advising sophisticated clients

Splitting super on divorce - Adviser checklist

Background to the $3 million super cap

Recent guidance highlights major compliance risks with SMSFs and property

Superannuation withdrawal strategy to sidestep the $3m super cap

Dangers with removing assets from an SMSF to avoid the $3m super cap

Valuable benefits associated with spouse equalisation strategies

Alternative retirement structures for clients approaching the $3m super cap

Summary table of key issues to consider when preparing clients for the $3 million super cap

Fundamentals of owning property in an SMSF

Busting critical myths with owning property in an SMSF

Structuring strategies for SMSF's acquiring a property with a related party

Recent guidance highlights valuable savings with SMSF's owning commercial property

Maximising the pension earnings exemption when acquiring property in an SMSF