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Snapshot of changes affecting the SMSF industry presentation
Published on 24 Mar 21 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers a rundown on all the legislative and regulatory changes impacting the SMSF sector over the last 12 months as well as recent ATO updates and guidance.
Author profile
Liz Westover FTI
Liz is a Partner and the National SMSF Leader at Deloitte. She is responsible for the firm’s SMSF service offering providing compliance and advisory services to the firm’s clients. Liz has extensive experience in superannuation and has strong capabilities on the technical application of superannuation and associated tax laws. She is a regular commentator on superannuation issues with mainstream and social media and has authored blogs and articles on superannuation and related issues for many years. Liz has been heavily involved in superannuation policy development and advocacy, regularly liaising and consulting with Government, regulators and stakeholders on technical, legislative and policy matters. She is a Fellow of The Tax Institute, Fellow Chartered Accountant, CA SMSF specialist and holds a Master of Legal Studies from the University of New South Wales and a Bachelor of Business from the University of South Australia. - Current at 16 September 2021
This was presented at 2021 Superannuation Intensive Series .
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Individual sessions
Snapshot of changes affecting the SMSF industry
Author(s): Liz WestoverMaterials from this session:
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NALI and NALE = NASTY
Author(s): Daniel BUTLERMaterials from this session:
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Pensions and SMSFs
Author(s): Craig DAYMaterials from this session:
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SMSFs – Focusing on tax
Author(s): Mark ELLEMMaterials from this session:
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Estate Planning and Superannuation – What are the current issues?
Author(s): Scott HAY-BARTLEM, Clinton JacksonMaterials from this session:
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Contributions – the latest and greatest
Author(s): Jemma SANDERSONMaterials from this session:
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Update from the ATO on the key issues for self-managed superannuation funds
Author(s): Justin MICALEMaterials from this session:
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Workshop 1: Contributions
Author(s): Jemma SANDERSONMaterials from this session:
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Workshop 2: Estate planning workshop – getting your head around the current issues
Author(s): Scott HAY-BARTLEM, Clinton JacksonMaterials from this session:
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