shopping_cart

Your shopping cart is empty

Current issues for income streams presentation

Published on 25 Aug 16 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • super proposals
  • current issues
  • potential timeline
  • three changes seem certain
  • pension balance cap
  • changes to TRIS.

Author profiles

Stuart Forsyth CTA
Stuart is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Stuart is the former Assistant Deputy Commissioner for Superannuation at the ATO where his responsibilities included active compliance and risk and intelligence for all superannuation subject areas. He was also closely involved in the ATO's Stronger Super project to implement the Cooper Review recommendations and drafting the ATO ruling on limited recourse borrowing arrangements for SMSFs. With over 30 years experience, Stuart also has a strong income tax background and has worked extensively in litigation. He is a regular presenter of papers and superannuation workshops in Queensland and the southern states, and is a member of The Tax Institute's Superannuation Technical Committee and Self-managed Independent Superannuation Funds Association (SISFA) Technical Committee. He has also been appointed to the SMSF Policy Advisory Council of the SMSF Owners' Alliance. - Current at 19 September 2016
Click here to expand/collapse more articles by Stuart FORSYTH.
Lyn Formica
Lyn is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). - Current at 05 May 2017
Click here to expand/collapse more articles by Lyn FORMICA.

 

This was presented at 2016 National Superannuation Conference .

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

Individual sessions

APRA-regulated funds - A regulator’s perspective

Author(s):  James O'HALLORAN,  Peter O’Reilly

Materials from this session:

LRBAs and issues with related party loans

Author(s):  Daniel BUTLER

Materials from this session:

Trustee /director workshop

Author(s):  Stephen Callahan

Materials from this session:

Trustee/director workshop

Author(s):  John EDSTEIN

Materials from this session:

Tax reform and superannuation – are we there yet?

Author(s):  Chris RICHARDSON

Materials from this session:



Foreign investment by superannuation funds

Author(s):  Mark Edmonds ,  Megan McBain

Materials from this session:


Emerging issues in superannuation

Author(s):  Brad Ivens

Materials from this session:



Fiscal issues & super: Can there ever be equilibrium?

Author(s):  Jeremy Cooper

Materials from this session:

Trends in court decisions affecting superannuation funds

Author(s):  Jocelyn Furlan

Materials from this session:


Investment in Australian infrastructure

Author(s):  Richard BUCHANAN,  Gina MAIO

Materials from this session:


Further details about this event:

 

Copyright Statement
click to expand/collapse