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The new superannuation tax reforms-is this the end of the generalist superannuation adviser? presentation

The new superannuation tax reforms-is this the end of the generalist superannuation adviser? presentation

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 18 May 17 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

grouping the reforms
the transfer balance caps: basics
transfer balance caps: complexity
total superannuation balance: basics
total superannuation blance: complexities
CGT transation rules: 13 things you need to know.

Author profile

Gordon Mackenzie CTA

Gordon Mackenzie BSc LLB, LLM, Grad Dip Securities Analysis, CTA, F Fin, CA. Gordon is the convenor of the Master of Tax (Tax and Financial Planning) in the Tax School at UNSW, as well as teaching three superannuation regulation and tax subjects into the Master of Financial Planning run by the Banking and Finance School. He is also Director of the UNSW SMSF Specialisation for CA ANZ and CPA Australia, which has completed 600 candidates in 4 years. Before becoming an academic he was Global Tax Director at AMP Ltd and before that was their Technical Services Director with a staff of 30 professionals Australia wide servicing 3000+ advisers. As a lawyer for AMP Ltd he was responsible for the licensing of some of their licensed subsidiaries such as Hillross ltd - Current at 23 February 2017

More by Gordon MACKENZIE

The new Superannuation tax reforms- Is this the end of the generalist superannuation adviser? paper - 18-May-2017
Tax aware investment management by public offer superannuation funds in Australia: Attitudes, practices and expectations - 01-May-2014
Want to know how to run a pension fund? Ask the ATO - 26-November-2013
LRBA - members forgiving loans to their SMSF. - 13-January-2012
Risk as a measure in taxing financial arrangements - 01-December-2011
New Zealand retirement saving and taxation: Lessons from Australia - 01-April-2010
Infrastructure taxation: Anti-avoidance rules and tax efficiency - 01-February-2010
Public private partnerships: Capital allowance deductions for infrastructure projects - 01-November-2009
Finance lease taxation: surviving the TOFA tsunami - 01-July-2008
Managing the tax advantage of collective investment vehicles. - 01-February-2007
Hidden tax advantages of collective investment vehicles. - 01-September-2006
A Critical Analysis of the Proposed Changes to Superannuation Taxation - 01-September-2006
'I can't explain it. It just isn't fair!' - 01-July-2006
Channelling salary through a superannuation fund: have the new rules unleashed a monster? - 30-September-2005
Treasury's review of pensions in small superannuation funds - 07-March-2005
MLIS and Other Pension Changes - 01-October-2004
Taxing Retirement Funding of the Self-Employed - 01-August-2004
2004 Federal Budget superannuation initiatives - 01-June-2004
Taxing retirement funding of the employed - 01-May-2004
Superannuation changes - 01-May-2004
Taxing Retirement Funding: employees v the self employed - 01-April-2004
Fund surpluses: recent cases - 01-October-1991
Impact on superannuation of new disclosure requirements - 01-May-1991

Click here to expand/collapse more articles by Gordon MACKENZIE.

This was presented at NSW 10th Annual Tax Forum .

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