Tax and Superannuation: Latest Developments
Issues covered include: COVID-19, superannuation funds, compassionate grounds, LRBAs, non-arm length income, in-house assets, financial year
Description
Get up to speed on the latest tax developments impacting your SMSF and superannuation clients, ready to hit the ground prior to the 15 May tax return deadline.
Tax and Superannuation: Latest Developments
COVID-19 and implications for superannuation funds and members:
- Early release of benefits on compassionate grounds: know the tips and traps
- Pension reductions for the 2019/20 and 2020/21 financial years: How it really works
- Impacts of changes on in-house assets and LRBAs: What’s OK and what’s not?
- Non-arm’s length income: Things to avoid getting caught
Presented by Graeme Colley, Executive Manager SMSF Technical and Private Wealth, Super Concepts
Location Streamed From: Sydney
Presenters
Graeme Colley is the Executive Manager, Technical and Private Wealth at SuperConcepts. In that role there are three areas of responsibility, the provision of technical and education services to private wealth clients, maintaining the company's media and corporate profile and supporting the company's advocacy role for government policy on superannuation. Prior to SuperConcepts, Graeme was the Director, Technical and Professional Standards at the SMSF Association from February 2012 to May 2016, a role which supported members in providing high quality advice on all aspects of self-managed superannuation funds. Graeme has over thirty years' experience in the superannuation industry and had been involved in many of the changes that have taken place to the government's superannuation policy during that time. He was previously the National Technical Manager for OnePath Australia which involved providing technical advice on superannuation, social security and aged care to its adviser network. Prior to that, he was responsible for the co-ordination of superannuation litigation within the ATO. Graeme has co-authored a number of books and publications on superannuation. He lectures at the University of Western Sydney in the Masters of Commerce and at the University of NSW in the SMSF Law course. Graeme is also a joint author of publications including the CCH Master Financial Planning Guide and Financial Planning in Australia. He lectures at the ATAX Masters course at the University of NSW and in the Master of Commerce (Financial Planning) course at the University of Western Sydney. Graeme is a Member of the Institute of Chartered Accountants in Australia and an SMSF Specialist Advisor.
Accreditation
Attend and Earn 1 CPD Hour
All our conferences are able to count towards your CPD hours in accordance with the regulations of any other industry association including CA ANZ, CPA and more. Click here to view your organisations' rules.