Innovations in Housing Financing and Superannuation Strategies
Enhancing accessibility to housing through innovative superannuation strategies like facilitating housing contributions, creating new savings buckets, and supporting property purchases with the First Home Savers Fund. Proposed transitions aim to optimize investment earnings, manage funds efficiently
1 views • 20 slides
Overview of Indian Oil Corporation Limited Employee Benefits Scheme
Indian Oil Corporation Limited provides various employee benefits schemes including the Superannuation Benefit Fund Scheme and Post-Retirement Medical Benefit Facility. The scheme, introduced in 1987, offers benefits to both officers and non-officers. Over the years, it has evolved from a Defined Be
0 views • 18 slides
British Coal Staff Superannuation Scheme Annual General Meeting Overview
The annual general meeting of the British Coal Staff Superannuation Scheme held in Edinburgh covered important updates on funding, investment, key statistics, and the 2021 actuarial valuation results. Discussions included the Scheme's primary funding aim, increased market volatility, and the challen
0 views • 23 slides
Understanding LRBA for SMSFs – Benefits and Considerations
Trustees of SMSFs can benefit from Limited Recourse Borrowing Arrangements (LRBAs) by leveraging them to purchase assets, such as property, under certain conditions. This includes following borrowing rules, obtaining necessary documentation, understanding stamp duty and capital gains tax implication
0 views • 43 slides
Managing SMSF Audit Pressures and Procedures When a Trustee or Member Passes Away
Handling a Self-Managed Superannuation Fund (SMSF) audit when a trustee or member dies can be complex. Understand the steps to take when faced with this situation, including the requirements for members in the accumulation and pension phases, and the audit procedures for the year of death. Learn abo
0 views • 30 slides
University of Aberdeen Superannuation Scheme Q&A
This presentation addresses key questions regarding the University of Aberdeen Superannuation and Life Assurance Scheme. It covers topics such as the scheme's administration costs, protection of final salary proportions, and reasons for delayed reports. The scheme's benefits and updates are clarifie
0 views • 29 slides