SMSF legislative update: What you need to know

Technical Summit 2023

In this legislative update Peter Burgess provides an expert analysis of recent legislative changes that have been enacted and those changes which have been announced but not yet passed into law. Peter discusses and critically reviews Treasury consultation papers, ATO rulings and draft legislation impacting the SMSF sector and broader superannuation industry.

This session is the springboard to dive into the topics and content to be covered in more detail during the Technical Summit 2023 strategic workshops and concurrent sessions.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association