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Exploring superannuation presentation


Superannuation has continued to develop over the last 12 months, with the ATO and APRA playing an active role in continuing to define the roles of accountants, auditors and trustees. In addition, new opportunities in the areas of investments (with funds being able to borrow) and estate planning have continued to emerge. This presentation outlines those opportunities and the issues that need to be taken into account in properly advising clients and:

  • reviews key ATO interpretative decisions, cases and rulings affecting superannuation funds
  • reviews the opportunities arising from the fact that funds can now borrow, and examine some of the opportunities and traps
  • examines other aspects for the investment rules with particular emphasis on the in-house asset rules.

Author profile

Mark Wilkinson CTA
Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. - Current at 01 February 2018
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This was presented at Annual Tax Forum .

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