• Home
  • Special SMSF Topics 2018: Session 6 Case Study - Transfer Balance Cap and Reporting Obligations

Special SMSF Topics 2018: Session 6 Case Study - Transfer Balance Cap and Reporting Obligations


Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

Content Discription

Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

For every special topic, we offer a technical session and a case study session.

  • Technical sessions offer learners an in-depth theoretical understanding of the topic and its key principles.
  • Case study sessions use realistic client scenarios to demonstrate the practical application of the topic’s key principles.
  • Session Information

    Presenter: Tristan Webb

    After completion of this topic, successful participants should be able to:

    • Name the SMSF reporting obligations and options that apply from 1 July 2018
    • Name the different reporting events for SMSFs
    • Explain the purpose of the transfer balance account
    • Identify the reporting obligations for their SMSF clients based on the status of the fund for 2017/18.
    Benefits

    Keep up-to-date on the key issues and latest developments in the SMSF industry.

    Tristan WebbPrior to joining CAANZ Tristan Webb was National Tax Director at Crowe Horwath for 6 years. Crowe Horwath is one of the largest of Australia’s mid-tier Accounting firms. In this capacity, he was responsible for:

    Group Learning and Development Tax risk management policy;

    Development of group intellectual property on emerging tax issues;

    Developing consistency between member firms through tools, products and processes;

    Business development;

    Brand building, marketing and media liaison;

    Knowledge building at tax specialist level (amongst other responsibilities) ;

    Tristan was also required to report to the Crowe Horwath Board of the Tax Advisory Group on a monthly basis.

    Before joining Crowe Horwath, Tristan was a Training Specialist at the Institute of Chartered Accountants. He has other Big Four and mid-tier Chartered Accounting experience and has worked for Australia’s top legal publisher in Tax and for the Australian Taxation Office for several in various positions.


    EVENT DETAILS


    Topic: Financial Advisory and Superannuation

    Sub-Topic: Self-Managed Superannuation Funds, Superannuation

    Format: Recorded Webinar

    Proficiency Level: Intermediate, Advanced

    CPD: 1.5 hours