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Fixing errors in an SMSF – Retirement Phase. An actuarial perspective paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 24 Aug 17 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • overview
  • common errors 
  • new areas of concern

Author profile

Melanie Dunn
Photo of author, Melanie Dunn Melanie Dunn is a qualified actuary specialising in global retirement income systems. She heads up SMSF retirement specialist Accurium’s Technical Services capabilities, making regular contributions to the Accurium Technical Hub and webinars. Melanie’s passion for SMSFs and retirement has seen her develop into a thought leader and highly sought-after speaker with extensive knowledge of Australia’s SMSF retirement system, best practices and legislation. - Current at 22 October 2019
Click here to expand/collapse more articles by Melanie Dunn.

 

This was presented at 2017 National Superannuation Conference .

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

Individual sessions

ATO presentation: superannuation funds

Author(s):  James O'HALLORAN

Materials from this session:

Transfer Balance Cap

Author(s):  Jemma SANDERSON

Materials from this session:

2016 Budget Measures – CGT and member taxes issues

Author(s):  Brad Ivens,  David MILLAR

Materials from this session:

Fixed Trust Issues for SMSFs

Author(s):  Daniel SMEDLEY,  Philip BRODERICK

Materials from this session:

Indirect Tax Issues for Large Superannuation Funds

Author(s):  Louisa Hately,  Steven PATERSON

Materials from this session:

Fixing Errors in SMSFS – Retirement Phase

Author(s):  Melanie Dunn

Materials from this session:

Fixing Errors in SMSFS – Accumulation Phase

Author(s):  Shirley SCHAEFER

Materials from this session:

Indirect taxes

Author(s):  James GORDON

Materials from this session:

Contributions

Author(s):  Mark WILKINSON

Materials from this session:

Large Superannuation Fund stream – Domestic income tax issues in investments

Author(s):  Prashanthen Ranjit KUMAR

Materials from this session:

Helping Clients RIP Following the Superannuation Reform

Author(s):  Thalia Dardamanis

Materials from this session:

Trends in court decisions affecting superannuation funds

Author(s):  Michael MATHIESON

Materials from this session:

International Investments

Author(s):  Todd CHESLA,  Jeff MILLER,  Makoto TAKAHASHI

Materials from this session:

Discussion with the ATO

Author(s):  Kasey MacFarlane

Materials from this session:

Transitional CGT Relief for Pension Assets

Author(s):  Graeme COLLEY

Materials from this session:

Current developments / emerging issues

Author(s):  Ken Woo

Materials from this session:

In-house tax function and operating model

Author(s):  Meghan SPEERS,  Daryn LOO

Materials from this session:

International Tax Planning for SMSFs

Author(s):  Denise HONEY

Materials from this session:

Where to for Retirement Incomes and Product Design?

Author(s):  Michael Rice

Materials from this session:

Further details about this event:

 

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