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Tax and SMSF compliance issues: An ATO perspective presentation

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Published on 30 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • Recent SMSF cases and rulings
  • The growing importance of approved auditors
  • Current compliance issues
  • Compliance areas of particular concern to the ATO
  • Update on aspects of super reform that relate to the SMSF sector.

Author profile

Stuart Forsyth CTA
Stuart is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Stuart is the former Assistant Deputy Commissioner for Superannuation at the ATO where his responsibilities included active compliance and risk and intelligence for all superannuation subject areas. He was also closely involved in the ATO's Stronger Super project to implement the Cooper Review recommendations and drafting the ATO ruling on limited recourse borrowing arrangements for SMSFs. With over 30 years experience, Stuart also has a strong income tax background and has worked extensively in litigation. He is a regular presenter of papers and superannuation workshops in Queensland and the southern states, and is a member of The Tax Institute's Superannuation Technical Committee and Self-managed Independent Superannuation Funds Association (SISFA) Technical Committee. He has also been appointed to the SMSF Policy Advisory Council of the SMSF Owners' Alliance. - Current at 19 September 2016
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This was presented at 10th Annual Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation update

Author(s):  Mark WILKINSON

Materials from this session:

Contributions to Super - The what, how, why and when

Author(s):  Graeme COLLEY

Materials from this session:

Audit and compliance

Author(s):  Jo Heighway

Materials from this session:

Doomsday preparation: Super and estate planning

Author(s):  Jennie LYNN

Materials from this session:

Limited Recourse Borrowing Arrangements by SMSFs - In practice

Author(s):  Lisa ODDO

Materials from this session:

Tax and SMSF compliance issues: An ATO perspective

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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