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ATO Update - SMSF regulation emerging issues presentation

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Published on 06 Mar 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • compliance action and monitoring
  • recent court cases
  • monitoring the health of the SMSF sector
  • TBAR update.

Author profile

Kellie Grant
Kellie is Director of the Self-managed Super Funds at the Australian Taxation Office. With over 24 years of experience at the ATO, including the past 13 years in the superannuation space, Kellie has spent several years in the ATO Superannuation Complex Technical Unit, providing specialist advice on a range of technical issues, including those impacting self-managed super funds. Currently Kellie leads the SMSF Approved Auditors portfolio and has been a driving force in ensuring that auditors are able to meet their regulatory obligations in an ever-changing environment. She has a strong industry presence having presented key SMSF Regulator messages at industry events and her enthusiasm for embracing constructive engagement has seen her develop positive stakeholder relationships. - Current at 16 September 2021

 

This was presented at 2019 Super Day .

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

Individual sessions

LRBAs – The current state of affairs

Author(s):  Michael Harkin

Materials from this session:

SMSFs and property

Author(s):  Philip BRODERICK

Materials from this session:

ATO Update - SMSF regulation emerging issues

Author(s):  Kellie Grant

Materials from this session:

International issues

Author(s):  Liz WESTOVER

Materials from this session:

Contribution strategies and pensions & SMSFs

Author(s):  Darren Wynen

Materials from this session:

Further details about this event:

 

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