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Special SMSF Topics 2018: Session 7 Technical Session - SMSF Strategies In The New Super Landscape


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

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

    • Name the various SMSF strategies that still work in the new super landscape (the suite of changes to the ITAA 1997 and SIS Act and Regulations taking effect from 1 July 2017 and 1 July 2018)
    • Identify the SMSF strategies that no longer work or have limited application in the new super landscape
    • Identify new SMSF strategies that are possible in the new super landscape
    • Translate the knowledge of the above to their SMSF client base.

    Benefits


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

    James McPhedran'sextensive taxation and superannuation experience branches across a wide range of industries from mining and energy, to entertainment and professional tax bodies. Prior to his training role at Chartered Accountants Australia and New Zealand, James was a Tax and Superannuation Advisor at the Knowledge Shop (a wholly-owned subsidiary of Hayes Knight).


    Bruce Thomas has written and presented training on a wide variety of tax topics for tax training clients and for public sessions held by the Organisation. Bruce spent 17 years working for the ATO, including working as a senior officer dealing with GST technical issues in the implementation of GST.


    Peter McGinty FCA is a Chartered Accountant with degrees in Commerce and Law from the University of Melbourne. Peter has over 25 years’ experience in tax and has focused on domestic tax and GST issues, particularly tax issues affecting family businesses, SME’s and high wealth individuals.


    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