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SMSFs: Inbound and outbound members presentation

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Non Member Price: $15.00

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Published on 21 Aug 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • outbound SMSF members
  • inbound SMSF members.

Author profile

David Barrett CTA
David Barrett, CTA, is Director, PAX Services. He has more than 30 years experience in the financial services industry, including more than 25 years at Macquarie Bank, and has held positions elsewhere in technical services, financial planning and insurance. David’s expertise lies in advice law, superannuation and related tax legislation, personal international taxation and retirement income systems. With a passion for clear and simple explanation of complex technical issues, David has presented for more than two decades for Macquarie, CPA Australia, the SMSF Association, FINSIA and The Tax Institute. - Current at 06 February 2025
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This was presented at National Superannuation Conference 2015 .

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

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Alternative offshore investment - Taxation issues and opportunities

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The new administrative penalty regime: the ATO’s new stick

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Planning opportunities for death benefits workshop

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Author(s):  David Beves,  Evelyn Horton

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Author(s):  Philip BRODERICK

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Base erosion and profit shifting for large superfunds

Author(s):  Grant WARDELL-JOHNSON

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Managing disputes within SMSFs

Author(s):  Heather GRAY

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Fund mergers and other significant transactions

Author(s):  Ross Stephens

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Current developments - Legislation and ruling update

Author(s):  Peter Kennedy

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The fiscal impact of Australia’s retirement system

Author(s):  Michael Rice

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Licensing regime

Author(s):  Paul Derham

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SMSFs: Inbound and outbound members

Author(s):  David BARRETT

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State Revenue Office compliance themes and “hot spots” for superannuation funds

Author(s):  Zoe CHUNG,  Simon Fitzpatrick

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Recent ATO GST compliance activity for large superannuation funds

Author(s):  Matt Strauch,  Damian Neale

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Further details about this event:

 

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