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ATO update - SMSF regulation emerging issues presentation

Published on 28 Mar 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

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

Author profile

Dana Fleming CTA
Dana is the Assistant Commissioner, SMSF Segment of the Australian Taxation Office. Dana has over 25 years tax experience, specialising in superannuation and managed investments both in Australia and overseas at both KPMG and PwC. For the last four years Dana has led KPMG's Asset & Wealth Management Practice in Australia. Her client portfolio included major industry funds and both major retail and managed funds. She advised and worked with them on the tax implications of their strategic planning as well as day to day activities, assisting with tax compliance, dealing with the impact of changing legislation on their systems and products, strategic product development, mergers and unit pricing. Most recently, Dana has joined the ATO as an Assistant Commissioner, leading the SMSF segment where she hopes to make a positive contribution to the public sector and importantly to the community. - Current at 31 May 2019

 

This was presented at 16th Annual Superannuation Intensive .

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