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Pensions & SMSFs paper

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Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 29 Mar 19 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • exempt current pension income
  • emerging pension strategies
  • topical pension issues and recent technical amendments.

 

 

Author profile

Peter Burgess
Peter is a previous Board Member and now full-time Technical Director of the Self-Managed Superannuation Funds Professional Association of Australia (SPAA). Peter is the chair of the SPAA National Conference Committee and has overall responsibility for the technical content delivered at SPAA events. Peter is also the author of SPAA's popular technical bulletin "Technically Speaking" which is issued monthly to SPAA members. Peter is a member of the ATO's NTLG Superannuation Technical Sub-Group, the ATO's Superstream working group and the ATO's SMSF Stronger Super working group. As a regular public speaker at industry conferences, Peter has established himself as an authority in the field of SMSF technical advice and education. He has also published a number of articles and accredited training material on the subject of SMSFs and is an adjunct lecturer with the University of Adelaide. Peter has an MBA from Adelaide University, a degree in economics and post graduate qualifications in superannuation management and finance. - Current at 24 September 2012
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This was presented at 2019 SA Super Day .

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

Individual sessions

Estate planning & SMSF’s

Author(s):  Leo Efthivoulou,  Catherine Norman

Materials from this session:

Contribution strategies – A supplementary paper

Author(s):  Tim Miller

Materials from this session:

Pensions & SMSFs

Author(s):  Peter BURGESS

Materials from this session:

LRBAs – Where to from here? Current issues and challenges

Author(s):  Shari Neagle

Materials from this session:

Property & SMSFs

Author(s):  Matthew Andruchowycz

Materials from this session:

Further details about this event:

 

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