shopping_cart

Your shopping cart is empty

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
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Superannuation - Focus on SMFs .

Get a 20% discount when you buy all the items from this event.

Individual sessions

The Prudently Managed Fund

Author(s):  Tim KENDALL

Materials from this session:




The Regulator's Approach

Author(s):  Lesley EAST

Materials from this session:

Further details about this event:

 

Copyright Statement