Not super friendly

Article Abstract:

A significant amendment made by the Government does not permit small funds to forfeit superannuation benefits of members or allow contributions made to reserve accounts. Such changes were necessary as some small funds used strategies to maximize superannuation concession that were far beyond what was intended by Parliament.

United States, Evaluation

---

Tactics for assets

Article Abstract:

Advice on investing strategies in Australian stock markets is presented. The differences between normal transitional RBL (reasonable benefits limit) and a pension transitional RBL are also explained. Clarifications on taxation aspects relating to allocated pension are also presented.

Australia, Financial management, Pension, health, and welfare funds, Pension Funds & Benefit Plans, Pension Funds, Methods, Taxation, Finance, Stocks, Company financing

---

Long-term tax tactics

Article Abstract:

Any wealth creation plan is affected by the way investments are held. Tax implications need to be examined before including long-term investments in the portfolio.

Investments, Study and teaching, Tax policy, Tax incidence

Similar abstracts:

• Abstracts: How are you fixed? Tactical versus strategic. Correct weight on property
• Abstracts: Not so super changes. A boost to super savings. The tax barrier on change
• Abstracts: Until super do us part. Unlock your biggest asset. Hot Jobs for 2003
• Abstracts: REST easy with super star fund. Management moves. Value in a wide field

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.