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ATO Update - SMSF regulation emerging issues presentation


This presentation covers:

  • compliance action and monitoring
  • recent court cases
  • monitoring the health of the SMSF sector
  • TBAR update.

Author profile

Kellie Grant
Kellie Grant has worked in a number of areas within the ATO since 1997, before joining Super in 2008. She spent several years in Super’s Complex Technical Unit, providing advice on a wide range of issues and has also worked in the SMSF area. Here she spent some time in the Trustees portfolio determining the appropriate responses to and treatments for a range of SMSF income tax and regulatory risks as well as managing the early engagement and voluntary disclosure service that trustees and/or their advisers can use to rectify fund breaches. Currently she is working in the Approved Auditors portfolio and is involved in identifying and treating risks associated with this sector as well as creating strategies and guidance to assist auditors with their regulatory obligations. - Current at 22 July 2020


This was presented at 2019 Super Day .

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Individual sessions

SMSFs and property

Author(s):  Philip BRODERICK

Materials from this session:

ATO Update - SMSF regulation emerging issues

Author(s):  Kellie Grant

Materials from this session:

International issues

Author(s):  Liz WESTOVER

Materials from this session:

Contribution strategies and pensions & SMSFs

Author(s):  Darren Wynen

Materials from this session:

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