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SMSF – 2022 planning paper

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Published on 23 Mar 22 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers an update to current SMSF rules, focusing on what practitioners need to do with their SMSF clients prior to
30 June 2022.

 

Author profile

Shirley Schaefer
Shirley Schaefer is one of the Superannuation leaders at BDO, an auditor by training and a SMSF expert by choice. Shirley’s passion for all things super is well known.  She has been working in the super space for over 25 years and is an expert in all things SMSF. Shirley is a regular speaker at superannuation, SMSF and Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide. - Current at 18 November 2025
Click here to expand/collapse more articles by Shirley SCHAEFER.

 

This was presented at SA Tax Forum .

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Individual sessions

Superannuation CGT cap planning – tips and traps

Author(s):  Tasha NAIGE

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SMSF – 2022 planning

Author(s):  Shirley SCHAEFER

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When do you need a FTE? The not so obvious issues…

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