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Superannuation strategies post 1 July 2017 – What do you do now?

Published on 03 May 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what has changed?
  • case study facts - future family
  • pre 1 July 2017 strategies
  • post 30 June 2017 strategies.

 

Author profile

Kerri Reynolds CTA
Kerri 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 04 September 2019
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This was presented at 2018 Barossa Convention .

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