NC2019 – C9A-Has your client actually retired?

Since 1 July 2017 correctly determining whether your client has actually retired (within the meaning of the SIS regs) is critical. However, there is much misinformation.

Attendees at this session will learn the five things everyone gets wrong, master the definition of ‘retirement’ and its nuances, as well as learn about new opportunities that most miss!

Details

Knowledge Area:
Contributions, Taxation
CPD Hours:
1

Speakers:

Bryce Figot SSA

Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 15 years.

He is a senior fellow at the University of Melbourne, co-lecturing the subject ‘Taxation of Superannuation’ as part of Melbourne Law School’s masters program. He is the author of the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death.

Bryce also is a regular seminar presenter on tax and SMSF topics, presenting for major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand, and CPA Australia.

Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. Bryce is a Specialist SMSF Advisor as well as being a Chartered Tax Adviser.