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How to navigate the new contribution rules paper

Published on 22 Mar 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • contribution caps
  • total superannuation balance
  • contribution strategy ideas
  • other contribution matters
  • small business capital gains – tricks & traps.

Author profiles

Katie Timms
Katie is a director at RSM Australia, and the National Director of SMSF services for the firm. She has significant experience in all SMSF matters, including technical support, estate planning and succession. Katie is a regular presenter for The Tax Institute, TVEd, Legalwise and other bodies. She is passionate about trustee and professional education. - Current at 22 January 2020
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Joshua Haque
Josh is Senior Manager Taxation Services at Pitcher Partners in Perth. He has been working in public practice for over 10 years focusing on the taxation issues affecting private clients. He has detailed knowledge of the Self-managed Superannuation Fund sector, helping Trustees to understand and comply with legislative requirements as well as providing daily reporting solutions which assist in the timely management of their retirement savings. He also has experience handling complex SMSF scenarios and has been able to assist Trustees in a number of ATO reviews and investigations. - Current at 08 January 2018

 

This was presented at 2018 WA Superannuation Intensive .

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

Individual sessions

How to navigate the new contribution rules

Author(s):  Joshua Haque,  Katie Timms

Materials from this session:

ATO and the auditor – Working under the new rules

Author(s):  Greg BENTLEY,  John Ford

Materials from this session:


Further details about this event:

 

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