2020 Superannuation Quarterly Update - Session 3

2020 Superannuation Quarterly Update - Session 3
Updates of major developments in the superannuation industry from July - September 2020

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

Key Topics:

  • A recap on some key transitional CGT relief rules, including when the 2017 CGT relief deferred amounts need to be brought into account
  • What the latest ATO clarification on pension payments means for SMSF members
  • Further ATO guidance on part disposals of the same property and downsizer contributions
  • Current status of the legislation proposing to extend access to the bring forward arrangements for older Australians
  • Update on the Government’s plan to increase the maximum number of allowable members for SMSFs and small APRA funds
  • 2020 SMSF Audits: Changes to reporting audit qualifications in the SMSF annual return
  • Other recent key superannuation changes & announcements.


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. 

"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

17/09/2020 11:00 AM - 17/09/2020 12:00 PM
Online, Australia

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