Australian Superannuation Handbook - Checkpoint

Australian Superannuation Handbook - Checkpoint

By Stuart Jones

Online

Price: N/A

Date: 01/05/2013

Code: 41412857

Thomson Reuters, AUSTRALIA

Enquiry Sent

A member of our support team will be in touch with you within 1 business day.

Sales Enquiry Form

Australian Superannuation Handbook - Checkpoint

For questions about how to use this product or to get help with your account please visit the Help Centre or Contact Support directly.

Please visit our support section for product support.

Not your details?  Clear Form

I consent to Thomson Reuters sending me marketing communications about its products and services. I understand I can opt-out at any time. (Optional)

Are you a student?*    Yes     No

By submitting this form, you acknowledge the Thomson Reuters group of companies will process your personal information as described in our Privacy Statement, which explains how we collect, use, store, and disclose your personal information, the consequences if you do not provide this information, and the way in which you can access and correct your personal information or submit a complaint.

Available Formats

Format Title Date Code Price
Online Australian Superannuation Handbook - Checkpoint 01/05/2013 41412857 N/A
Book Aust Superannuation Handbook 2022-23 26/07/2022 9780864696915 $206.00 Add to cart
eBook - ProView Aust Superannuation Handbook 2022-23 - eBook 31/07/2022 9780864696922 $208.00 Add to cart
Book+eBook Aust Superannuation Handbook 2022-23 - Book + eBk 31/07/2022 43045940 $281.00 Add to cart
Book Australian Superannuation Handbook 2023-24 10/08/2023 9780864600691 $216.00 Add to cart
eBook - ProView Australian Superannuation Handbook 2023-24 eBook 23/09/2023 9780864600707 $198.00 Add to cart
Book+eBook Aust Superannuation Handbook 2023-24 Book + eBk 23/09/2023 43170526 $268.00 Add to cart

Description

Despite ongoing reforms, superannuation remains a tax effective investment structure to achieve wealth creation and retirement objectives.

To guide clients through the maze of tax, superannuation and social security provisions, accountants and other professional advisers need a working knowledge of the latest changes.

The Australian Superannuation Handbook is an essential companion for tax practitioners to help comply with the latest superannuation regulatory requirements.

What's New

  • Coronavirus measures – early release; pension drawdowns
  • Latest contribution rules; carry forward of unused caps
  • Pension transfer balance cap and reporting obligations
  • SMSF borrowings – recent changes and ATO compliance focus
  • Estate planning for death benefits – tips from recent cases
  • Ongoing implementation of Royal Commission reforms.

Features

The Australian Superannuation Handbook is an essential companion for tax practitioners to help comply with the latest superannuation regulatory requirements.

  • Readily answer common superannuation questions
  • Advise clients with confidence on best practices
  • Avoid common pitfalls on superannuation transactions
  • Maximise the latest superannuation opportunities
  • Comply with Tax Office requirements
  • Navigate easily between superannuation and tax law
  • Identify pending reforms which may impact advice
  • Perform everyday calculations faster and more easily

 

Features

The Australian Superannuation Handbook is an essential companion for tax practitioners to help comply with the latest superannuation regulatory requirements.

  • Readily answer common superannuation questions
  • Advise clients with confidence on best practices
  • Avoid common pitfalls on superannuation transactions
  • Maximise the latest superannuation opportunities
  • Comply with Tax Office requirements
  • Navigate easily between superannuation and tax law
  • Identify pending reforms which may impact advice
  • Perform everyday calculations faster and more easily

Table of Contents

• Overview
• Superannuation funds
• Self-managed superannuation funds (SMSFs)
• MySuper
• Trusts and trustees
• Taxation of superannuation
• Contributions
• Superannuation guarantee
• Choice of fund
• SIS prudential standards
• Investment rules
• Taxation of Funds
• Member benefits
• Payment of benefits
• Taxation of benefits
• Pensions and annuities
• Death and superannuation
• Family law and superannuation
• Employment termination payments
• Other termination-related payments
• Regulation of superannuation
• Financial Services Regulation – licensing
• Financial Services Regulation - disclosure
• Future of  Financial Advice (FoFA)
• Complaints and dispute resolution
• Pending developments
• Rates and tables
• Index and reference aids
• Legislation Table
• Tax Office, APRA and ASIC materials

*

Price is for an annual subscription and includes all updates issued during the 12 month period (approximately 2 updates) for one user. Thereafter, subscription renewal invoices will be automatically issued. Subscribers must provide the publisher with written notice of cancellation within 30 days of the date of their subscription invoice, otherwise the subscriber will be liable for the invoiced amount. Online access is provided through Thomson Reuters Tax and Accounting Online platform. Please contact your Account Manager or call Thomson Reuters Customer Service on 1800 074 333 for pricing information regarding multiple users.

Got a Promo Code?

NEED TO CREATE LEGAL DOCUMENTS?

Completely online and simple to follow, Cleardocs Legal documents enable you to create automated SMSF documents which are available within minutes. Choose from the selection below: