2018 Superannuation Quarterly Update - Session 2

Presented by: Gabriela Rusu

The Superannuation Quarterly Update webinar will look at major developments in the superannuation industry up to June 2018, including:

  • the ins and outs of the transfer balance account report
  • reveal the new details with respect to the triennial SMSF audit policy
  • clarify whether a fund can apply the transitional CGT relief where a reversionary pension reverts to the nominated beneficiary in the 2016-17 year
  • cover the death benefit rollover
  • discuss year-end strategies
  • the recent amendment to the initial proposal to count outstanding limited recourse borrowing arrangement (LRBA) loan balances against an SMSF member’s total super balance, and
  • the current ATO interpretation of the debit value when commuting a market linked pension, and
  • highlight how the 2018 Federal Budget will affect SMSFs.

Recorded on Thursday, 21 June 2018

1 CPD Hour

Superannuation Quarterly Update - June 2018

Regular price: 99.00

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"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

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