Year End Tax Planning & SMSFs

Year End Tax Planning & SMSFs
Maximize benefits and perform an SMSF “health check”. In addition, this session will provide a practical checklist for SMSF actions in the lead up to 30 June.

What are the things to think about before 30 June?  Superannuation can be complex and is getting more complex with the changes to super introduced in November 2016.  This session will provide an overview of the key elements of super tax planning.

The key elements of tax planning for Super include:

  • Contributions, have you made them, what are the limits?
  • Benefit payments, have you made sufficient benefit payment?
  • The new Super Rules, are there any decisions you need to make before 30 June?

Presented by: Shirley Schaefer

Shirley leads the Superannuation team, at BDO in South Australia, as well as the national specialisation. She is a recognised industry expert and a passionate advocate of her clients, team and industry.

The Superannuation service line provides a range of compliance, accounting, and taxation and audit services for self managed superannuation funds (SMSFs), both directly and as a back office function for a range of client service providers. Working in cooperation with the Wealth Management team, Shirley is able to support the delivery of strategic superannuation services and advice. Speaking engagements, training and workshops with the Institute of Public Accountants (IPA), Institute of Chartered Accountants Australia (ICAA), SMSF Professionals Association of Australia (SPAA) and industry associations, including Australian Investors Association (AIA), illustrate her industry leadership.

With more than 20 years’ experience as a Chartered Accountant, Shirley joined the South Australian firm in 1994, commencing as an auditor. In 1996, she established a separate Superannuation service line; now one of the largest, dedicated super teams in BDO, servicing over 800 SMSFs. Shirley became a Director in 2001 and was appointed BDO’s National Lead Partner for Superannuation in 2010.

CPD hours: 1.5

Non-member price: $138
Member price: $113
21/06/2017 11:00 AM - 21/06/2017 12:30 PM
Online, Australia

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