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Pensions and SMSFs presentation

Published on 24 Mar 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Managing transfer balance caps and total superannuation balances including ATO views
  • Current methods of ECPI calculations
  • Transfer Balance Account Reporting
  • Common errors.

Author profile

Craig Day
Craig is the Head of Technical Services for Colonial First State and has over 20 years experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 16 June 2022
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This was presented at 2021 Superannuation Intensive Series .

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

Individual sessions







Workshop 1: Contributions

Author(s):  Jemma SANDERSON

Materials from this session:

Workshop 2: Estate planning workshop – getting your head around the current issues

Author(s):  Scott HAY-BARTLEM,  Clinton Jackson

Materials from this session:

Further details about this event:

 

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