Your shopping cart is empty
2017 National Superannuation Conference
Published on 24 Aug 2017 | Took place at Four Seasons Hotel, Sydney, NSW
All available materials from this event are currently being processed and uploaded. This message will be removed once this process is complete
-
Some of the following topics were covered at this event:
- ATO presentation - large funds
- transfer balance cap
- 2016 budget measures – CGT and member taxes issues
- fixed trust issues for SMSFs
- indirect taxes
- fixing errors in an SMSF
- tax risk governance and ATO reviews
- contributions – post-1 July
- domestic investments
- helping clients RIP following the superannuation reform
- minister for revenue and financial services
- trends in court decisions affecting superannuation funds
- international investments
- in-house tax function and operating model
- transitional CGT relief for pension assets
- current developments/ emerging issues
- tax issues for SMSFs investing overseas
- retirement income and product design
- the ATO’S role in super
- future of fund reporting
- the superannuation ‘road map’
- super changes
- partnership building
- key focus areas for large funds
- risk differentiation framework.
- insert_chart
- the transfer balance cap
- event based reporting
- death benefits and TBC
- conditions of release
- transition to retirement pensions
- insert_chart
- shopping_cart Add all items to cart - $72.00
- transitional CGT relief
- unit pricing and other consequences.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- SMSFs investing in property via unit trusts
- NALI and fixed trusts
- trust losses
- fixed trusts and the Practical Compliance Guideline (PCG)
- franking credits.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- GST and superannuation funds
- stamp duty and superannuation funds
- insert_chart
- shopping_cart Add all items to cart - $72.00
- overview
- common errors
- new areas of concern
- insert_chart
- shopping_cart Add all items to cart - $72.00
- overview
- ATO penalties
- contributions
- provision of financial assistance to members & relatives
- in house assets (IHA)
- collectibles & personal use assets
- limited recourse borrowing arrangements (LRBAs)
- insert_chart
- shopping_cart Add all items to cart - $72.00
- tax risk
- management control
- tax transparency
- concessional contributions
- non-concessional contributions
- contribution strategies
- 2017 budget measures
- specific due diligence and investment issues
- ESVCLPs
- foreign resident capital gains withholding tax
- stapled structures.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- case study scenarios
- definitions
- the impact of the transfer balance cap on cashing out death benefits
- understanding reversionary and non-reversionary pensions
- the transfer balance cap for child pensions
- binding death benefit nominations.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- REST v Pain
- Westpac Securities v Cooper
- Bideena
- BT Funds Management
- Commonwealth Bank Super v Beck
- Miljevic v Holden Super.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- U.S. tax reform
- FIRPTA & qualified foreign pension funds
- due diligence of international investments
- structuring & modelling
- U.S. tax compliance
- IRS audit of withholding tax & ATO audit of FITO.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- the super changes post - 1 July 2017
- events-based reporting
- super changes.
- insert_chart
- why is there CGT relief?
- what pensions are covered by this relief?
- what is the process?
- unsegregated funds
- segregated funds
- what factors impact assets selected for CGT relief?
- insert_chart
- shopping_cart Add all items to cart - $72.00
- legislation
- ATO activity
- investment
- importance of facts and data
- tax transparency
- superannuation reform.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- overview
- the superannuation tax environment
- tax risks within a superannuation fund
- tax function and tax operating model.
- insert_chart
- shopping_cart Add all items to cart - $72.00
- structuring considerations for SMSFs investing overseas
- particular issues investing in the USA, UK and Asia
- foreign income tax offsets and SMSFs.
- structure of super system
- fiscal issues
- size of market
- impact of changes to the means-test for Age Pension and superannuation taxes
- role of CIPRs
- product design.
Get a 20% discount when you buy all the items from this event.
Individual sessions
ATO presentation: superannuation funds
Author(s):
James O'HALLORAN
This paper covers:
Materials from this session:
insert_drive_file
Transfer Balance Cap
Author(s):
Jemma SANDERSON
This paper covers:
Materials from this session:
insert_drive_file
2016 Budget Measures – CGT and member taxes issues
Author(s):
Brad Ivens,
David MILLAR
This paper covers:
Materials from this session:
insert_drive_file
Fixed Trust Issues for SMSFs
Author(s):
Daniel SMEDLEY,
Philip BRODERICK
This paper covers:
Materials from this session:
insert_drive_file
Indirect Tax Issues for Large Superannuation Funds
Author(s):
Louisa Hately,
Steven PATERSON
This paper covers:
Materials from this session:
insert_drive_file
Fixing Errors in SMSFS – Retirement Phase
Author(s):
Melanie Dunn
This paper covers:
Materials from this session:
insert_drive_file
Fixing Errors in SMSFS – Accumulation Phase
Author(s):
Shirley SCHAEFER
This paper covers:
Materials from this session:
insert_drive_file
Indirect taxes
Author(s):
James GORDON
This presentation covers:
Materials from this session:
insert_chart
Contributions
Author(s):
Mark WILKINSON
This presentation covers:
Materials from this session:
insert_chart
Large Superannuation Fund stream – Domestic income tax issues in investments
Author(s):
Prashanthen Ranjit KUMAR
This paper covers:
Materials from this session:
insert_drive_file
Helping Clients RIP Following the Superannuation Reform
Author(s):
Thalia Dardamanis
This paper covers:
Materials from this session:
insert_drive_file
Trends in court decisions affecting superannuation funds
Author(s):
Michael MATHIESON
This paper covers the cases:
Materials from this session:
insert_drive_file
International Investments
Author(s):
Todd CHESLA,
Jeff MILLER,
Makoto TAKAHASHI
This paper covers:
Materials from this session:
insert_drive_file
Discussion with the ATO
Author(s):
Kasey MacFarlane
This paper covers:
Materials from this session:
insert_drive_file
Transitional CGT Relief for Pension Assets
Author(s):
Graeme COLLEY
This paper covers:
Materials from this session:
insert_drive_file
Current developments / emerging issues
Author(s):
Ken Woo
This paper covers:
Materials from this session:
insert_drive_file
In-house tax function and operating model
Author(s):
Meghan SPEERS,
Daryn LOO
This paper covers:
Materials from this session:
insert_drive_file
International Tax Planning for SMSFs
Author(s):
Denise HONEY
This presentation covers:
Materials from this session:
insert_chart
Where to for Retirement Incomes and Product Design?
Author(s):
Michael Rice
This presentation covers:
Materials from this session:
insert_chart
The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.