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Set up an SMF: Implementing the Idea seminar paper
Published on 17 Jul 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This seminar paper covers the following topics:
- how much do you need?
- the informed fund trustee
- accumulation v defined benefit
- SGC changes
- eligible spouse contributions
- government co-contribution
- planning for surcharge reduction
- varying your deed.
Author profile
Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
This was presented at Superannuation - Focus on SMFs .
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Individual sessions
Set up an SMF: Implementing the Idea
Author(s): Neal DALLASMaterials from this session:
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The Prudently Managed Fund
Author(s): Tim KENDALLMaterials from this session:
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Dealing with Related Parties
Author(s): Joanne DWYERMaterials from this session:
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Lump Sums and Winding Up
Author(s): Scott HAY-BARTLEMMaterials from this session:
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Drawing Your Pension
Author(s): Allan MCPHERSONMaterials from this session:
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The Regulator's Approach
Author(s): Lesley EASTMaterials from this session:
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