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SMSFsD Final 09 100%

• Examine the taxation intricacies of superannuation benefits • Discover the best approach for tax effective wealth transfer • Ensure fund control is in the right hands Agenda 9am - 9.45am Setting the Scene – Hudson Concanen, Estate Planning Lawyer • The role of super in estate planning • Interplay of Super and Estate • Super Testamentary Trusts and Super Proceeds Trusts • Evaluating super payment options • Death Bed Withdrawals – Practical Considerations • Tying superannuation, estate and succession planning together 9.45am - 10.30am Benefit Planning and Tax – Jemma Sanderson, Cooper Partners • How are death benefits taxed?

https://www.pdf-archive.com/2015/04/04/smsfsd-final-09/

04/04/2015 www.pdf-archive.com

itaxord 84%

pension or annuity such as approved superannuation fund, public sector pension scheme and Employees Old-Age Benefit Scheme;] 2 [(3E) ―Approved Occupational Savings Scheme‖ means any approved gratuity fund or recognized provident fund;] (4) ―approved superannuation fund‖ means a superannuation fund, or any part of a superannuation fund, approved by the Commissioner in accordance with Part II of the Sixth Schedule;

https://www.pdf-archive.com/2015/12/22/itaxord/

22/12/2015 www.pdf-archive.com

modjy-1408en 78%

Reportable superannuation contributions Reportable superannuation contributions are counted as part of parental income and include discretionary employer superannuation contributions (such as voluntary salary sacrificed amounts) paid by a parent (or their partner) or on their behalf and, for the self-employed, total superannuation contributions which will be claimed as a tax deduction.

https://www.pdf-archive.com/2016/05/17/modjy-1408en/

17/05/2016 www.pdf-archive.com

Sessions Subjects Speakers 78%

 Common traps and pitfalls of bringing super back from overseas, especially from the UK into an Australian superannuation account.

https://www.pdf-archive.com/2016/10/14/sessions-subjects-speakers/

14/10/2016 www.pdf-archive.com

aussmart guidancepack pp 77%

Self-Managed Super Funds Superannuation.

https://www.pdf-archive.com/2016/05/26/aussmart-guidancepack-pp/

26/05/2016 www.pdf-archive.com

Assistance Package for families 77%

Pension Full pay and allowances to the families of government servant till the date of superannuation, with increments and full benefits of the revised rates of all pay and allowances, special / adhoc relief etc, as allowed by the governmentfrom time to time.

https://www.pdf-archive.com/2014/10/24/assistance-package-for-families/

24/10/2014 www.pdf-archive.com

ee9b17 305d7fb35181484fb4a6c84880ff8983 66%

People and organisations you may need to contact after someone dies Person or organisation to be contacted Doctor Preferred funeral director Family and friends Executor of Will Minister of religion Funeral bond Yes/No Prepaid funeral Yes/No Funeral insurance Yes/No Centrelink Department of Veterans’ Affairs Foreign pension authority Employers Superannuation fund Clubs (for example, the RSL) Banks, credit unions, and so on Public Trustee Credit card/hire purchase Insurance companies Hospital Social worker Hearing centre Health professionals (physiotherapist, dentist, podiatrist, optometrist and so on) Health benefits fund Medicare Landlord Local electri city authority Gas supply company Local council (rat es/Meals on Wheels) Contact person, phone number and address (if needed) Details of person who died Notified of death (for example, account (Yes/No) number, Medicare number) Telephone company Vehicle registration and licencing authorities Electoral Offi ce Accountant Australian Taxation Office Professional bodies (for example, solicitor, accountant) Public services (library) Post Office

https://www.pdf-archive.com/2016/03/07/ee9b17-305d7fb35181484fb4a6c84880ff8983/

07/03/2016 www.pdf-archive.com

Copy of Who is a contractor- 66%

This is an important question as incorrectly treating a worker as an independent contractor exposes directors to personal liability for Superannuation.

https://www.pdf-archive.com/2016/05/17/copy-of-who-is-a-contractor/

17/05/2016 www.pdf-archive.com

Prof.Shalini Madam Superannuation Write Up-1 64%

Urs is attaining superannuation on 31 st December 2016 after four decades of academic journey.

https://www.pdf-archive.com/2016/12/24/prof-shalini-madam-superannuation-write-up-1/

24/12/2016 www.pdf-archive.com

100 mcqs March 2018 by M.U.M.K 64%

Syllabi Answer is = B Superannuation retirement age in Pakistan is 60 Years B.

https://www.pdf-archive.com/2018/04/17/100-mcqs-march-2018-by-m-u-m-k/

17/04/2018 www.pdf-archive.com

IBOR Standards WPG - IBOR Requirements Definition May 2014 48%

Technology, CPP Investment Board  Lloyd Cole, Business Project Manager, The Vanguard Group  Andy Flawn, Head of Investment and Market Systems, Universities Superannuation Scheme Ltd  Neil Fox, Head of Data Management, Hermes Fund Managers  Ian Hunt, SME for the IBOR Initiative, M&G Investment Management  Rodney Hutchinson, Head of Strategy &

https://www.pdf-archive.com/2014/05/23/ibor-standards-wpg-ibor-requirements-definition-may-2014/

23/05/2014 www.pdf-archive.com

SEPT 5 40%

He has taken over the reigns of the bank from Kishore Sansi, who reached superannuation on August 31.

https://www.pdf-archive.com/2017/09/16/sept-5/

16/09/2017 www.pdf-archive.com

JLM-Notification-2018 govtsalary.blogspot.com 39%

No person shall be eligible if he has crossed 58 years of age (Superannuation age).

https://www.pdf-archive.com/2018/03/04/jlm-notification-2018-govtsalary-blogspot-com/

04/03/2018 www.pdf-archive.com

SEPT 6 35%

-The Ministry of Coal has appointed Gopal Singh as CMD, Central Coalfields Ltd (CCL), additional charge as CMD of Coal India Ltd.Singh has taken charge effective from 1st September 2017.He has replaced Sutirtha Bhattacharya on attaining superannuation effective August 31, 2017.

https://www.pdf-archive.com/2017/09/16/sept-6/

16/09/2017 www.pdf-archive.com

Paradip-Jr-Engg FreshGovJobs.blogspot.com 33%

Besides Basic Pay and Industrial pattern of DA, the other allowances/ benefits include HRA/subsidized housing accommodation (as per availability), Medical Facilities, Productivity/Performance Related Pay, Gratuity, Contributory Provident Fund, Employees’ Pension Scheme, Group Personal Accident Insurance, Leave Encashment, Leave Travel Concession/LFA, Contributory Superannuation Benefit Fund Scheme, House Building Advance, Conveyance Advance/Maintenance Reimbursement, Children Education Allowance etc., as per Corporation rules.

https://www.pdf-archive.com/2017/03/08/paradip-jr-engg-freshgovjobs-blogspot-com/

08/03/2017 www.pdf-archive.com

Enrolment form 010514 33%

Courses (On Demand) Instalments Tuition Fee FNS30311 Certificate III in Accounts Administration 2 x $899 $1,798 FNS40211 Certificate IV in Bookkeeping 3 x $899 $2,697 FNS40611 Certificate IV in Accounting 3 x $899 $2,697 Dual Qualification FNS40211 Certificate IV in Bookkeeping and FNS40611 Certificate IV in Accounting 4 x $899 $3,596 FNS50210 Diploma of Accounting 2 x $899 $1,798 FNS60210 Advanced Diploma of Accounting* 2 x $899 $1,798 Instalments Tuition Fee Diploma of Accounting Pathway (18 Units of Competency) 4 x $899 $3,596 Advanced Diploma of Accounting Pathway* (17 Units of Competency) 4 x $899 $3,596 Advanced Diploma of Accounting Complete Pathway* (26 Units of Competency) 6 x $899 $5,394 Instalments Tuition Fee FNS20111 Certificate II in Financial Services 2 x $899 $1,798 FNS30111 Certificate III in Financial Services 2 x $899 $1,798 FNS40111 Certificate IV in Credit Management 2 x $899 $1,798 FNS40811 Certificate IV in Finance and Mortgage Broking 2 x $899 $1,798 FNS40911 Certificate IV in Superannuation 2 x $899 $1,798 AIFA Pathway Option for Accounting Courses:

https://www.pdf-archive.com/2014/05/17/enrolment-form-010514/

17/05/2014 www.pdf-archive.com

putland-wer-5-2col 21%

The author is not exposed to shares or real estate except through his compulsory superannuation.

https://www.pdf-archive.com/2016/05/29/putland-wer-5-2col/

29/05/2016 www.pdf-archive.com