Darwin: The Super State of Play – LRBA’s, NALI, Work Test and Concessional Contributions

OVERVIEW

Join Julie Steed, Senior Technical Services Manager from Australian Executor Trustees as she presents: The Super State of Play

With the election result clearly known it is time to revisit super in the current political state of play and identify exactly what super legislation is enacted.

In this session new will cover recently legislated super changes including:

• Limited recourse borrowing arrangements
• Non-arm’s length income and expenses
• The work test exemption
• Catch-up concessional contributions

We will also review legislation still in play plus announced super changes that have not yet progressed.

OUTCOMES

At the completion of this session, participants should be able to:

• Explain recently legislated changes that impact SMSFs
• Identify clients impacted by current and proposed legislative changes
• Monitor the implementation of future super changes

Details

Date:
28 Nov 2019
7:30 am ACST - 9:30 am ACST
Knowledge Area:
Contributions, Taxation
CPD Hours:
1.25
Venue:
Darwin Central Hotel
Mitchell Room, 21 Knuckey St
Darwin City, Northern Territory 0801

Speakers:

Julie Steed SSA

Julie has over 30 years’ experience in the superannuation industry as a technical specialist, consultant, administration and client services manager.
She is currently employed as Senior Technical Services Manager at Australian Executor Trustees (part of the IOOF group) where she is responsible for the provision of technical information, specialising in small funds.
Julie has gained extensive experience in assisting advisers, trustees and service providers in meeting a wide range of prudential responsibilities and in assisting advisers with the provision of services to clients.
Julie is passionate about helping people with superannuation and is actively involved in educational aspects of the industry, both for practitioners and individuals.
Julie is a Senior Fellow of Finsia, a Fellow of ASFA and an accredited SMSF Specialist Advisor™ with the SMSF Association.