COVID-19: In conversation with the Australian Taxation Office – part 2

OVERVIEW

Part 2 of our ‘In conversation with the ATO’ series with Dana Fleming, Assistant Commissioner – SMSF Segment, Australian Taxation Office and John Maroney, CEO, SMSF Association.

Dana and John had another in-depth discussion on the ATO’s support of the super industry and SMFS professionals during COVID-19 with a focus on:

• Halving of minimum pensions drawdowns
• Early release provisions
• SMSF establishment featuring the latest ATO statistics

Details

Knowledge Area:
Benefit Payments, Taxation
CPD Hours:
0.25

Speakers:

Dana Fleming

Assistant Commissioner - SMSF Segment, Australian Taxation Office

Dana Fleming is the Assistant Commissioner responsible for the self-managed superannuation fund segment.

Dana has over 25 years’ tax experience, both in Australia and overseas, specialising in superannuation and managed funds. Prior to joining the ATO, Dana was a partner at KPMG where she led KPMG’s Asset and Wealth Management tax practice in Australia for four years. Her client portfolio included major industry and retail funds to boutique managed funds. She advised and worked with them on the tax implications of their strategic planning as well as day to day activities.

John Maroney

CEO - SMSF Association

John’s experience includes extensive senior management and consulting roles in superannuation, insurance, Australian and international financial regulation, actuarial and risk management plus managing professional and industry associations. He has been employed by large and small employers and consultants, within the private and public sectors, within Australia and internationally and he also was self-employed for several years while he developed a successful consulting firm.