Australian Superannuation Handbook

Author: Stuart Jones
Publisher: Thomson Reuters


Australian Superannuation Handbook

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Australian Superannuation Handbook - Checkpoint Online

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 in Australian Superannuation Handbook

  • 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.

Australian Superannuation Handbook 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


� Overview
� Superannuation funds
� Self-managed superannuation funds (SMSFs)
� Trusts and trustees
� Taxation of superannuation
� Contributions
� Superannuation guarantee
� Choice of fund
� SIS prudential standards
� Investment rules
� Taxation of superannuation 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
� FSR disclosure requirements
� Complaints and dispute resolution
� Pending developments
� Rates and tables � quick reference
� Index and reference aids