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Super Update What You Need to Know Now!

Published on 29 Nov 2016 | Took place at City West Receptions, West Perth, WA

This year’s Federal Budget delivered some of the most significant changes to superannuation for many years. These announcements along with the amendments that followed mean that no existing super strategy developed for clients can be assured of being either appropriate or compliant. This event covered the following topics:

  • super contributions in a changing world
  • pension strategies for your clients in 2017
  • SMSFs and the ATO - a partnership between trustees, professionals and the regulator.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Pensions in superannuation new law, tips, traps and strategies

Author(s):  Jemma SANDERSON

This paper covers:

  • background – pre Budget 2016
  • the transfer balance cap
  • special rules upon death
  • capital gains tax relief
  • transition to retirement pensions
  • strategies, tips & traps.
Materials from this session:

Super contributions in a changing world

Author(s):  Liz WESTOVER

This paper covers:

  • contributions
  • concessional contributions
  • non-concessional contributions
  • other contributions.
Materials from this session:

ATO SMSF update

Author(s):  Howard Dickinson

This presentation covers:

  • Budget measures
  • compliance outcomes 15-16 and approach 16-17
  • SMSF voluntary disclosure service
  • practical guidance on LRBAs
  • new pensions guidance coming
  • super scheme smart
  • refocusing our approach to reported contraventions
  • active compliance priorities
  • tax planning arrangements
  • compliance focus for auditors.
Materials from this session: