2019 Superannuation Quarterly Update - Session 4

2019 Superannuation Quarterly Update - Session 4
Updates of major developments in the superannuation industry from Sept - Nov 2019

Gabriela Rusu will take you through key regulator developments curated over the preceding three months. You get practical insights to help you understand how changes to tax law will affect you and your clients. The Superannuation Quarterly Update is the ultimate quarterly update brief for superannuation professionals. With this webinar you can make practical decisions about the direction of your practice.

Learning Objectives:

  • Keep up-to-date with regulatory changes
  • Gain awareness of any new court decisions
  • Recap on fundamental principles linked to current developments

Topics Covered:

  • NALI rules – the ATO’s draft guidance on the application of non-arm’s length expenses (NALE) when accountants and advisers are servicing their own SMSF.
  • Recent vacant land tax changes - how these changes could affect SMSF developments.
  • LRBA – is it compulsory to transfer the title of a property purchased under an LRBA from the LRBA bare trust to the SMSF trustee once the debt is paid off?
  • Death benefits – the practicalities of handling super death benefit payments, including how quickly a death benefit needs to be paid after a member’s death.
  • ATO administrative penalties – what are they & how they affect SMSF trustees?
  • SMSF windups – key considerations & tasks involved in winding up an SMSF.

CPD hour: 1.0
Price: $99 for member, $119 for non-member


 

Presented by: Gabriela Rusu 

                                                                                                
Gabriela Rusu is a superannuation specialist, with a focus on providing technical and compliance support on SMSFs to accountants, auditors, financial advisers and SMSF trustees. Gabriela has extensive  experience and knowledge having worked in the superannuation industry since 2000. In July 2013, Gabriela established her own business, focused on SMSFs. She holds a Graduate Diploma in Economics, a Diploma in Financial Services (Financial Planning) and is an SMSF Specialist Adviser (SSA) accredited by the SMSF Association, which is recognised as the peak body for professional advisers and the leading association within the SMSF industry in Australia. 
Testimonials 

"I have been doing SMSF funds before they became fashionable but have found the recent changes difficult to fully understand even though I have a big four tax background. Gabriela Rusu's webinar provided excellent notes and some good tax planning comments that all practitioners will find it beneficial to view the superannuation webinar and should consider the next one."
William Watkins, Director of William Watkins & Associates Pty Ltd

“Facilitated by Gabriela, the webinar was even paced, well researched, incisive and contained invaluable information relating to the recent superannuation changes, specifically CGT relief and  TRIS. All participant questions were answered during the session and the downloadable notes and recording are an excellent future resource. Overall, the webinar presented excellent value for money and I thoroughly recommend Tax and Super Australia’s webinars”
Leanne Southby CPA

 
 
When
21/11/2019 11:00 AM - 21/11/2019 12:00 PM
Where
Online, Australia

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