2021 Superannuation Quarterly Update - Session 2

2021 Superannuation Quarterly Update - Session 2
Updates of major developments in the superannuation industry from April - June 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.

In this update, Gabriela will cover: 

  • The impact of the budget changes on super contribution strategies, SMSF residency rules and legacy pensions
  • The new draft legislation allowing super trustees to choose their preferred method of calculating exempt current pension income (ECPI) and its effect on pension strategies
  • The ATO’s new guidance on the interaction between COVID-19 LRBA repayment relief and Division 7A
  • What the ATO expects SMSF auditors to obtain when verifying whether an SMSF has complied with the downsizer contribution requirements
  • End of financial year tips for SMSFs 
  • The introduction of the new director identification number (DIN) regime and its impact on SMSFs with corporate trustees
  • Other recent super changes and announcements

Learning Objectives:

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

Date: Thursday 17 June 2021
Time: 11:00am - 12:00pm AEST
Format: Live webinar
Price: $99 for member, $132 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

17/06/2021 11:00 AM - 17/06/2021 12:00 PM
Online, Australia

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