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Superannuation strategies post 1 July 2017 What do you do now? presentation
Published on 03 May 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- what has changed – 1 July 2017
- case study – future family facts
- case study – post 30 June 2017
- case study – CGT cap.
Author profile
Kerri Reynolds CTA
Kerri has over 20 years of tax and SMSF experience gained with her work for KPMG in Australia. Kerri has a broad range of in-depth experience, including both compliance and strategy for SMSFs, tax advisory and business consulting services to SMEs, and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. - Current at 04 September 2019
This was presented at 2018 Barossa Convention .
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Superannuation strategies post 1 July 2017 – What do you do now?
Author(s): Kerri ReynoldsMaterials from this session:
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Family matters and the balancing act
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