2009

Preparing for Year End - Superannuation Strategies and Deadline for Pre 1999 Unit Trusts

Source: South Australia

Published Date: 27 May 2009

 
This event was aimed at all tax professionals who advise clients in relation to superannuation tax planning issues.

The 30 June 2009 is fast approaching us. Again superannuation strategies are a crucial component of year end tax planning. This event covered the key elements of pre 30 June 2009 planning with a particular focus on making the most of the various superannuation caps and maximising tax effective contributions into superannuation. It also considered the timing issues of in-specie contributions of assets into superannuation which will have particular relevance this year given the recent stock market trends and the potential to crystallize capital losses. An overview of the 30 June 2009 deadline for pre 1999 unit trusts and the actions that should be taken was given.

Superannuation strategies

Author(s): Kerri Parker

Superannuation and pre-1999 unit trusts: The 30 June deadline and beyond

Author(s): Daniel Jenkinson

Details

  • Published On:27 May 2009
  • Took place at:Stamford Plaza, Adelaide

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Tags

2009

Share this page