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Snapshot of changes affecting the SMSF industry paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 07 Oct 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers a rundown on all the legislative and regulatory changes impacting the SMSF sector over the last 12 months as well as recent ATO updates and guidance.

Author profile

Liz Westover FTI
Liz Westover, FTI, is a Partner and National SMSF Leader at Deloitte. She is responsible for the firm’s SMSF service offering, providing compliance and advisory services to the firm’s clients. Liz has extensive experience in superannuation and has strong capabilities on the technical and practical application of superannuation and associated tax laws. She is a regular commentator on superannuation and self-managed super funds (SMSFs) having presented and authored articles on these and related issues for many years. Liz has been involved in superannuation policy development and advocacy, regularly liaising and consulting with Government, regulators and stakeholders on technical, legislative and policy matters. She is a Fellow of The Tax Institute, Fellow Chartered Accountant, CA SMSF specialist and holds a Master of Legal Studies from the University of New South Wales and a Bachelor of Business from the University of South Australia. - Current at 29 January 2026
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This was presented at 2021 National Superannuation Conference .

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

Individual sessions

Emerging developments for large funds

Author(s):  Marco FELTRIN

Materials from this session:

Snapshot of changes affecting the SMSF industry

Author(s):  Liz Westover

Materials from this session:

ATO presentation – issues for large funds

Author(s):  Nadia Alfonsi,  Andrew Grace,  Blake Sly

Materials from this session:

SMSFs – focusing on tax

Author(s):  Julie Dolan

Materials from this session:

Tax governance – consultation and third party data

Author(s):  Abbey Pearce,  Kara Singleton,  Duncan Lyon

Materials from this session:

Contributions – new caps, tips and traps

Author(s):  Tim Miller

Materials from this session:

Key focus areas on the ATO’s SMSF regulatory agenda

Author(s):  Kellie Grant

Materials from this session:

Trends in court decisions affecting the Superannuation industry

Author(s):  Suzanne MACKENZIE

Materials from this session:

Are superannuation taxes and Age Pension benefits sustainable?

Author(s):  Michael Rice

Materials from this session:

Further details about this event:

 

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