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Super update presentation

Published on 05 May 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • concessional contributions
  • non-concessional contributions
  • transfer balance cap
  • guidance
  • transitional issues
  • CGT relief.

Author profile

Kerri Reynolds CTA
Kerri has over 20 years of tax and SMSF experience gained with her work for KPMG in Australia. Kerri has a broad range of in-depth experience, including both compliance and strategy for SMSFs, tax advisory and business consulting services to SMEs, and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. - Current at 04 September 2019
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This was presented at 2017 SA Super Day .

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Pensions workshop

Author(s):  Nicole SANTINON,  Leo Efthivoulou

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Super update

Author(s):  Kerri Reynolds

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