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This interactive session begins with a breakfast and is facilitated by the SMSF Association’s Head of Education and Technical, Peter Hogan, who will answer your questions about the 1 July 2017 super changes.
Put the new rules in context and discuss how the changes may impact the advice you give to your SMSF clients.
The session will cover:
• Introduction to the transfer balance cap and the complex flow on effects on SMSF fund administration including TBAR reporting obligations which are about to begin.
• Changes in the definition of a death benefit
• Introduction of the transfer balance cap and how it may significantly change the conversations you need to have with your clients when planning for them.
Peter Hogan is the SMSF Association’s Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.
Price for Members
Price for Non-Members
1 Sep 2016 - 31 Jul 2050