Podcasts

headsetPanel discussion – The lifecycle of a SMSF – practical issues podcast

Presented at: Superannuation Intensive

This podcast covers a panel of leading experts discussing some of the most important, complex and relevant practical issues that practitioners encounter during the lifecycle of a SMSF.

headsetGlobal mobility and superannuation podcast

Presented at: Superannuation Intensive

This podcast covers:

• Transferring money from foreign super onshore
• Transferring money from Australian super offshore
• Foreign superannuation fund considerations
• Foreign trust considerations
• Residency of SMSFs post 2021/2022 Budget announcements
• SMSF and the IRS – what do you need to know?
• SMSF with ROPS status – what are the reporting obligations?
• Applicable Fund Earning calculations and considerations
• How divorce might impact overseas pension schemes.

headsetSMSF audit – what to expect podcast

Presented at: Superannuation Intensive

This podcast covers a look at the key 2021 audit issues and what can be done in advance to reduce auditor queries.

headsetSMSFs and pensions podcast

Presented at: Superannuation Intensive

This podcast covers current issues and strategies in managing pensions in SMSFs by taking a deep dive into complying pensions and the Government’s proposed amnesty.

headsetThe most taxing issues in super podcast

Presented at: Superannuation Intensive

This podcast covers the top tax issues in superannuation. From exempt current pension income and deductions to capital gains, Liz will provide a practical session to assist you in delivering the right tax outcomes for your SMSF clients. She will cover
key tax matters with a strong focus on those in the ATO spotlight as well as providing plenty of hints and tips along the way.

headsetKeeping up with the ever-evolving SMSF industry podcast

Presented at: Superannuation Intensive

This podcast covers other industry developments and expectations that will have an impact on trustees and their advisers in a Federal Election year.

headsetSuperannuation CGT cap planning – tips and traps podcast

Presented at: SA Tax Forum

This podcast covers the interactions between the superannuation CGT cap and the small business 15-year exemption and small business retirement exemption.

headsetAlternative dispute resolution options: how to resolve a tax dispute podcast

Presented at: Tax Disputes Masterclass

This podcast cover the various options and provide practical guidance on the best approach to resolve a tax dispute prior to litigation.

headsetDeclaratory relief – finally an alternative to Part IVC? podcast

Presented at: Tax Disputes Masterclass

This podcast covers:

• What can be achieved via declaratory relief
• When it may be appropriate or not appropriate
• The relevant benefits to taxpayers and the Commissioner
• What to practically expect if declaratory relief is sought.

headsetAdvisor issues, negligence claims, promoter penalties, safe-harbour rules podcast

Presented at: Tax Disputes Masterclass

This podcast covers:

• Claims in negligence
• Application of the promoter penalties
• Tax agents’ registration (deregistration)
• Other considerations.