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TBAR for SMSF’s paper

Published on 22 May 18 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what needs to be reported
  • when reporting is due
  • practical issues for advisers
  • challenges for advisers
  • ATO approach.

Author profiles

Leanne Connor CTA
Leanne is a Director of WGC Business Advisors, a chartered accountancy firm specialising in taxation and strategic advice to SMEs and high net worth individuals. Leanne has over 30 years experience providing accounting, business advisory, strategic superannuation and taxation services. Leanne’s areas of expertise include tax and superannuation planning, business restructuring and understanding the fundamental issues relating to SMSFs, family trusts and private companies. Leanne is a member and past chair of The Tax Institute’s Victorian State Council & PD Committee. She is a regular presenter for The Tax Institute and winner of the 2020 SME Tax Adviser of the Year Award. - Current at 29 June 2020
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Vusi Nxele

 

This was presented at Super Day .

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

Individual sessions


Superannuation & estate planning

Author(s):  Daniel BUTLER

Materials from this session:

Post super reforms – Time for a rethink on strategies

Author(s):  Aaron Dunn

Materials from this session:

ATO areas in focus

Author(s):  Tara McLachlan

Materials from this session:


Further details about this event:

 

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