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  Miscellaneous 2010

Reserving strategies - The tips and the traps

Source: Victoria

Published Date: 3 Jun 2010

 

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This paper covers:
  • when can an SMSF use a reserve?
  • what must a trustee do in creating and maintaining reserves?
  • how are distributions from reserves treated for tax purposes?
  • how are amounts distributed from reserves classified for superannuation benefit purposes?
  • so what is a reserve?
  • what is the maximum amount permitted to be accumulated in reserves?
  • what types of reserving strategies are available to SMSFs?
  • asset protection.
Author(s)

Individual Session

Reserving strategies - The tips and the traps

Author(s): Robert O'Donohue
Materials from this session:

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Details

  • Published By: Robert O'Donohue
  • Published On:3 Jun 2010
  • Took place at:Kooyong Lawn Tennis Club, Kooyong

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