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Changes to impact on the SMSF landscape in the last 12 months paper
Published on 29 Mar 17 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- SMSFs at a glance
- ATO data as at 31 December 2016
- the challenge of SMSF advice
- the role of professionalism
- other areas impacting SMSF advisers
- ATO focus for next 12 months
- cases relevant to SMSFs.
Author profile
Peter HOGAN
Peter is the National Technical Services Manager for Colonial First State Investments. He has been an active participant in the Australian financial services industry for over 17 years. Throughout this time, he has developed extensive experience in providing technical advice to investors and their advisers throughout the retail and institutional investment markets while being a strong contributor to the development of government policy and regulations across our industry.Current at 25 September 2003
This was presented at 14th Annual Superannuation Intensive .
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Super reform advice issues: The contribution implications
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Auditing of SMSFs – Current issues
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Strategic pension planning
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Practical SMSF estate planning case study
Author(s): Hugh TAYLOR, Andrew FRANKLAND, Lisa To, Campbell VidgenMaterials from this session:
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SMSFs and the ATO
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Changes to impact on the SMSF landscape in the last 12 months
Author(s): Peter HOGANMaterials from this session:
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