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Superannuation and FSFR presentation


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 Daniel is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 06 January 2021
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Germana is the Manager of Consulting Services at Accent Consulting in Melbourne. She has considerable experience in the financial services industry in a number of roles, including financial accountant, paraplanner and compliance officer. Germana has most recently focused on the impact of the Financial Services Reform Act on the accounting & legal industry, and in particular, on current practices across the industry, with emphasis on creating compliance models of 'best fit' for these practices.

Current at 25 August 2003

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Individual sessions

Part IVA: an analysis

Author(s):  Des MALONEY

Materials from this session:

Corporate Governance and Directors' Duties

Author(s):  Allan J MYERS QC

Materials from this session:

Shareholder loans under s108 and Division 7A

Author(s):  Chris WALLIS

Materials from this session:

Simplified Imputation System

Author(s):  Stephen CARPENTER

Materials from this session:

Trusts and Income Tax Issues

Author(s):  Rob JEREMIAH

Materials from this session:

Mergers and Acquisitions III

Author(s):  Tim NEILSON

Materials from this session:

Taxation of Expatriates

Author(s):  Scott HEEZEN

Materials from this session:

Review of International Tax

Author(s):  David SCOTT

Materials from this session:

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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