2023 Superannuation

Superannuation Intensive

Source: Online

Published Date: 30 Mar 2023

 

The 2023 Superannuation Intensive event was held online over two days featuring highly practical sessions to assist advisers and practitioners in providing services and advice to their SMSF clients.

Our expert speakers will ensure delegates walk away with up-to-date information and guidance on dealing with client matters in a truly practical sense. Attendees were provided with the latest information on a range of topical subjects but the ‘how to’ of implementation and resolution. Areas covered included contributions, SMSF property investment, NALE, accessing super as well as a session on dealing with the death of a member in an SMSF. Delegates were also given a status update of changes in the industry over the past 12 months and hear from the regulator on issues currently getting their attention. As an added bonus, the final session brought together a panel of experts to discuss the practical issues of winding up an SMSF and provided delegates with the opportunity to ask questions.

The past 12 months has seen continued change for our industry and as always, our role as advisers to our clients necessitates staying abreast of the latest developments in our industry. The 2023 Superannuation Intensive delivered in this endeavour.

 


Practical steps of death benefits – what’s next?

Author(s): Shirley Schaefer

Conditions of Release

Author(s): Julie Steed

SMSF Update – a snapshot of industry activity

Author(s): Liz Westover

SMSF Investment in property

Author(s): Graeme Colley

SMSF Regulator Update

Author(s): Liz Westover
Materials from this session:

Contributions

Author(s): Jemma Sanderson CTA
Materials from this session:

Panel Session – winding up a fund

Author(s): Julie Dolan , Daniel Butler CTA , Nicholas Panos CTA , Shirley Schaefer

Details

  • Published On:30 Mar 2023

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Tags

2023 Superannuation

Share this page