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Superannuation and FSFR presentation

Published on 13 Sep 03 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- recent superannuation changes that tax practitioners must know
- flexible pension strategies
- designing the most effective retirement strategy for your client
- how does that relate to your client's estate planning strategy
- key licensing and disclosure requirements of the Financial Services Reform Act, including a discussion of 'financial product advice and incidental advice'
- major issues, impacts and options for superannuation, accounting and legal professionals
- how to plan and be ready for the changes ahead, and what tools and systems you may need.

Author profiles

Daniel Butler CTA
Photo of author, Daniel BUTLER Dan is recognised as one of Australia’s leading SMSF lawyers complemented by his taxation and commercial expertise. He has worked predominantly in the fields of tax and superannuation over the past 30 years, is a qualified Chartered Tax Adviser, Chartered Accountant and has an MBA from the University of Melbourne. Dan is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Dan regularly presents for the major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network. Dan is a member of the ATO’s Superannuation Industry Relationship Network, the Chair of The Tax Institute’s National Superannuation Committee and is a member of the Law Institute of Victoria’s Tax Committee and is involved with a number of other tax and SMSF committees. Dan presents on the subject of Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor™. - Current at 06 December 2017
Click here to expand/collapse more articles by Daniel BUTLER.
Daniel Butler CTA
Dan is recognised as one of Australia’s leading SMSF lawyers complemented by his taxation and commercial expertise. He has worked predominantly in the fields of tax and superannuation over the past 30 years, is a qualified Chartered Tax Adviser, Chartered Accountant and has an MBA from the University of Melbourne. Dan is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Dan regularly presents for the major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network. Dan is a member of the ATO’s Superannuation Industry Relationship Network, the Chair of The Tax Institute’s National Superannuation Committee and is a member of the Law Institute of Victoria’s Tax Committee and is involved with a number of other tax and SMSF committees. Dan presents on the subject of Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor™. - Current at 06 December 2017
Click here to expand/collapse more articles by Germana VENTURINI.

 

This was presented at 42ND VICTORIAN STATE CONVENTION - CELEBRATING SUCCESS .

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Individual sessions


Part IVA: an analysis

Author(s):  Des MALONEY

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Corporate Governance and Directors' Duties

Author(s):  Allan J MYERS QC

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Shareholder loans under s108 and Division 7A

Author(s):  Chris WALLIS

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Simplified Imputation System

Author(s):  Stephen CARPENTER

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Trusts and Income Tax Issues

Author(s):  Rob JEREMIAH

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Mergers and Acquisitions III

Author(s):  Tim NEILSON

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Taxation of Expatriates

Author(s):  Scott HEEZEN

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Review of International Tax

Author(s):  David SCOTT

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Part IVA - Twenty Two Years On - In a state of maturity?

Author(s):  Fiona J ALPINS,  John W DE WIJN

Materials from this session:

Contentious Recent Developments

Author(s):  Keith JAMES

Materials from this session:

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