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Changes to impact on the SMSF landscape in the last 12 months paper

Published on 29 Mar 17 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • SMSFs at a glance
  • ATO data as at 31 December 2016
  • the challenge of SMSF advice
  • the role of professionalism
  • other areas impacting SMSF advisers
  • ATO focus for next 12 months
  • cases relevant to SMSFs.

Author profile

Peter HOGAN
Peter is the National Technical Services Manager for Colonial First State Investments. He has been an active participant in the Australian financial services industry for over 17 years. Throughout this time, he has developed extensive experience in providing technical advice to investors and their advisers throughout the retail and institutional investment markets while being a strong contributor to the development of government policy and regulations across our industry.

Current at 25 September 2003 - Current at 19 November 2004

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This was presented at 14th Annual Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions



Practical SMSF estate planning case study

Author(s):  Hugh TAYLOR,  Andrew FRANKLAND,  Lisa To,  Campbell Vidgen

Materials from this session:

SMSFs and the ATO

Author(s):  Kasey MacFarlane

Materials from this session:


Further details about this event:

 

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