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Superannuation regulatory update paper

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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 14 Jun 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Budget
  • LRBA related party loans
  • QROPS/ROPS changes
  • what to consider prior to 30 June 2016.

Author profile

Gregory Bentley CTA
Greg has been specialising in the area of superannuation for over 20 years having worked for some of Australia’s leading superannuation accounting firms. He is the Director of Opulen Accounting and Superannuation, a specialist chartered accounting firm that provides administration, compliance and auditing services to a range of superannuation clients, accounting firms and financial planners. Greg is a SMSF Association Specialist Advisor and Specialist Auditor, Chartered Tax Adviser, Chartered Accountant, a previous winner of the SMSF Association CEO Scholarship Award and a regular speaker on a range of superannuation topics. - Current at 15 February 2021
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This was presented at 2016 Superannuation Intensive .

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Superannuation regulatory update

Author(s):  Greg BENTLEY

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Contribution workshop: Case study & answers

Author(s):  Con GOTSIS

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Strategies for SMSF property transactions

Author(s):  Alan KRAWITZ,  Claire Baggott

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Successful SMSF succession

Author(s):  Jemma SANDERSON

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Pension workshop

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