Published on 18 Sep 07
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Topics covered in this presentation include:
- concessional contributions
- non-concessional contributions
- excessive contributions
- CGT small business concessions
- tax deductibility
- in-specie contributions
- untaxed funds.
Kerri Reynolds, CTA, has over 20 years of tax and SMSF experience gained with her work for KPMG in Australia. Kerri has a broad range of in-depth experience, including both compliance and strategy for SMSFs, tax advisory and business consulting services to SMEs, and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation.
- Current at
22 January 2018