Technical Update – Legislation, regulations and policy – November 2019

Join our technical team as they keep you up to date and informed on the developments within the SMSF industry.

OVERVIEW:

The purpose of the technical update is to provide SMSF Association members with the latest news, legislation amendments or introductions and policy within the SMSF and superannuation sectors. The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector.

Presented by Franco Morelli, Policy Manager, the webinar provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.

AT THE COMPLETION OF TECHNICAL UPDATE, PARTICIPANTS SHOULD BE ABLE TO:

• Understand the latest developments in the SMSF and superannuation sectors
• Evaluate the latest technical issues and requirements and whether it will affect current practices
• Demonstrate the knowledge and practical application to adjust current practices to deal with changing requirements
• Apply any developments to clients’ circumstances and be able to advise and implement adjustments that may be required, based on their specific circumstances

Details

Knowledge Area:
Taxation
CPD Hours:
1

Speakers:

Franco Morelli

Policy Manager - SMSF Association
LLB(Hons), BCom, SSA

Franco is Policy Manager at the SMSF Association. He is a key member of the Association’s policy and technical team managing submissions to Government and Regulators on new policy and legislative measures.
Prior to joining the SMSF Association, Franco was a Supervisor at an SMSF firm, helping clients achieve their financial goals. He has a Law (Hon) and Commerce degree from The University of Adelaide, Diploma of Financial Planning and is an SMSF Specialist Advisor (SSATM).