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SMSF Update – The hot topic issues paper


This paper covers:

  • recent SMSF case law
  • the transfer balance cap
  • SMSF developments and update.


Author profile

David Barrett CTA
David Barrett, CTA, is Division Director at Macquarie Group. With more than 25 years experience in the financial services industry, David originally joined Macquarie in 1997 as a technical analyst, and has held positions elsewhere in technical services, financial planning and insurance. David’s expertise lies in superannuation and related tax legislation, personal international taxation and retirement income systems. With a passion for clear and simple explanation of complex technical issues, David has presented for more than 15 years for Macquarie, CPA Australia, the SMSF Association, FINSIA and The Tax Institute. Specialist topics include superannuation, taxation and estate planning. - Current at 23 March 2021
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This was presented at NSW 12th Annual Tax Forum .

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Individual sessions

Digital assets: Novel property concepts and emerging concerns and issues

Author(s):  Peter Leonard

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GST clauses and contracts for the sale of land

Author(s):  Andy MILIDONI

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Making sure foreign investors pay their fair share of tax in Australia and other measures

Author(s):  Minh Dao

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The ATOs use of data and advanced analytical techniques

Author(s):  Marek Rucinski

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The FIRB tax consultation process

Author(s):  Charlotte Brierley

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Tax incentives for start-ups

Author(s):  Cameron Reid,  Amanda Primmer

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Property - Capital versus revenue distinction

Author(s):  Jo-anne HOTSTON

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ATO and corporate tax – What is the ATO doing?

Author(s):  Marcus RYAN,  Megan Yong

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