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ondemand_video Contributions – new caps, tips and traps video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

Keeping up with the superannuation contribution rules is a full time job with changes occurring every year since super reform took hold at 1 July 2017. 1 July 2021 is no different with this years biggest ticket item being the increase in the contribution caps and the general transfer balance cap. With an increase comes opportunity but there are plenty of traps to be mindful of.

This paper covers a review some of the key contribution issues including what the change to the caps means.

ondemand_video Key focus areas on the ATO’s SMSF regulatory agenda video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

This video covers how the ATO plans to address key risk focus areas for the 2022 financial year and will touch on some of the key policy changes impacting the SMSF sector.

ondemand_video Tax governance – consultation and third party data video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

Following the request by the ATO to contribute comments on the appropriate tax risk management and governance framework controls to effectively manage and mitigate the risk of inaccuracies in third party data, we saw the manner in which the investment management sector is reliant on each other to meet these expectations.

This video covers a panel of industry leaders discussing the ATO’s guidance on these important framework controls, as well as explore whether there is ‘best practice’ for our sector in relation to meeting superannuation funds tax and reporting obligations.

ondemand_video Are superannuation taxes and Age Pension benefits sustainable? video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

This video covers:

  • Why the calls for change?
  • Superannuation Taxes and Concessions
  • The Age Pension and means-testing
  • Retirees today and tomorrow
  • Policy changes which could be politically acceptable.

ondemand_video Trends in court decisions affecting the Superannuation industry video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

This video covers a examination of recent cases likely to have an impact for practitioners in the superannuation industry who are providing advice for either Large Funds or SMSFs.

ondemand_video SMSFs – focusing on tax video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

This video covers tax issues in SMSFs.

ondemand_video ATO presentation – issues for large funds video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

This video covers an update from the ATO on industry’s progression in the Justified Trust program and the ATO’s perspectives around fund tax governance.

ondemand_video Snapshot of changes affecting the SMSF industry video

07 Oct 2021 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 2021 National Superannuation Conference

This video covers a rundown on all the legislative and regulatory changes impacting the SMSF sector over the last 12 months as well as recent ATO updates and guidance.