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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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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
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This was presented at NSW 10th Annual Tax Forum .

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