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SMSFs: Inbound and outbound members paper

Published on 21 Aug 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • outbound SMSF members
  • inbound SMSF members.

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 National Superannuation Conference 2015 .

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

Individual sessions

Alternative offshore investment - Taxation issues and opportunities

Author(s):  Kristina Allan,  Matthew Lane

Materials from this session:

The new administrative penalty regime: the ATO’s new stick

Author(s):  Kasey MacFarlane

Materials from this session:


Tax risk governance - A director’s perspective

Author(s):  David Beves,  Evelyn Horton

Materials from this session:



Managing disputes within SMSFs

Author(s):  Heather GRAY

Materials from this session:




Licensing regime

Author(s):  Paul Derham

Materials from this session:


State Revenue Office compliance themes and “hot spots” for superannuation funds

Author(s):  Zoe CHUNG,  Simon Fitzpatrick

Materials from this session:

Recent ATO GST compliance activity for large superannuation funds

Author(s):  Matt Strauch,  Damian Neale

Materials from this session:

Further details about this event:

 

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