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Post super reforms – Time for a rethink on strategies presentation

Member Price: Free
Non Member Price: $15.00

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Published on 22 May 18 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • modified transfer balance
  • strategies using a member’s TSB
  • dealing with pension payments post super reforms
  • all in the timing with ECPI changes.

Author profile

Aaron Dunn
Aaron Dunn, is the CEO and Co-founder of Smarter SMSF (formerly known as The SMSF Academy), a business that delivers training, documents and support for accountants and financial planners to equip them to be at the top of their game. Within the financial services industry, people look to Aaron to learn more about self-managed super and the growth of the sector. Highly admired amongst his peers, Aaron’s insights into technical issues and the SMSF industry sees him regularly sort out to participate in Government reviews, including the Super System Review and more recently the ‘Reinventing the ATO’ program. He is a CPA and SMSF Specialist Advisor, having worked within the SMSF sector for more than 20 years. Aaron loves his sport, in particular AFL football (Essendon) and athletics, where he was previously a nationally ranked high jumper having set a personal best jump of 2.14m. - updated by Kathy Xu for Super Day 3180522 - Current at 30 April 2018

 

This was presented at Super Day .

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Individual sessions

General update - Contributions - What’s changed?

Author(s):  Heather GRAY

Materials from this session:

Investments in self-managed super funds

Author(s):  Liz WESTOVER

Materials from this session:

Superannuation & estate planning

Author(s):  Daniel BUTLER

Materials from this session:

Post super reforms – Time for a rethink on strategies

Author(s):  Aaron Dunn

Materials from this session:

ATO areas in focus

Author(s):  Tara McLachlan

Materials from this session:

TBAR for SMSF’s

Author(s):  Leanne Connor,  Vusi Nxele

Materials from this session:

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