ADV

Search The Tax Institute

shopping_cart

Your shopping cart is empty

Username / Member No.

Password

Remember Me done

Forgot My Login Details Create a Profile

Home
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

Member Price: Free
Non Member Price: $15.00

shopping_cart Add to cart

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 30 August 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 .

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

shopping_cart Add all items to cart - $1,343.99

Individual sessions

Restructuring rollover vs CGT concessions – And the winner is...

Author(s): Jol DARE

Materials from this session:

Restructuring rollover vs CGT concessions – And the winner is...paper

$75.00 non member price
shopping_cart Add to cart

New small business restructure rollover – How generous is it really?

Author(s): Dung Lam

Materials from this session:

New small business restructure rollover – How generous is it really? paper

$75.00 non member price
shopping_cart Add to cart

Division 7A – An old chestnut

Author(s): Andrew NOOLAN

Materials from this session:

Division 7A – An old chestnut paper

$75.00 non member price
shopping_cart Add to cart

Innovative entities – How to get the tax office to pay for your good ideas

Author(s): Adrian Bailey

Materials from this session:

Innovative entities – How to get the tax office to pay for your good ideas paper

$75.00 non member price
shopping_cart Add to cart

So many changes to pensions: How will you see the wood for the trees?

Author(s): Graeme COLLEY

Materials from this session:

So many changes to pensions: How will you see the wood for the trees? paper

$75.00 non member price
shopping_cart Add to cart

Issues on a sale of a business and business restructures

Author(s): Michelle HARTMAN

Materials from this session:

Issues on a sale of a business and business restructures paper

$75.00 non member price
shopping_cart Add to cart

ATO disputes with SME taxpayers – How to navigate uncertain waters

Author(s): Timothy Fraser

Materials from this session:

ATO disputes with SME taxpayers – How to navigate uncertain waters paper

$0.00 non member price
file_download Download

What is happening with BEPS and other elements of international taxation?

Author(s): Richard J VANN

Materials from this session:

What is happening with BEPS and other elements of international taxation? paper

$75.00 non member price
shopping_cart Add to cart

Dealing across Asia Pacific

Author(s): Peter Radlovacki, Kylie Robbins

Materials from this session:

Dealing across Asia Pacific paper

$75.00 non member price
shopping_cart Add to cart

AMIT regime implementation – Where are we at?

Author(s): Craig MARSTON

Materials from this session:

AMIT regime implementation – Where are we at? paper

$75.00 non member price
shopping_cart Add to cart

What do mum and dad property developers really need to know?

Author(s): Scott MCGILL

Materials from this session:

What do mum and dad property developers really need to know? paper

$75.00 non member price
shopping_cart Add to cart

What is royalty?

Author(s): Paul MCNAB

Materials from this session:

What is royalty? paper

$75.00 non member price
shopping_cart Add to cart

What is a royalty: New thoughts on an old topic presentation

$15.00 non member price
shopping_cart Add to cart

DisclaimerThese materials are 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.

shopping_cart Add all items to cart - $72.00

Justified trust

Author(s): Judy MORRIS

Materials from this session:

Justified trust paper

$0.00 non member price
file_download Download

The DPT - Why was it top of the ATO wish list?

Author(s): Tony COOPER

Materials from this session:

The DPT - Why was it top of the ATO wish list? paper

$75.00 non member price
shopping_cart Add to cart

Some key cases – 2016/17

Author(s): Bob DEUTSCH

Materials from this session:

Some key cases – 2016/17 paper

$75.00 non member price
shopping_cart Add to cart

Structuring infrastructure investments

Author(s): Peter FEROS

Materials from this session:

Structuring infrastructure investments paper

$75.00 non member price
shopping_cart Add to cart

Structuring infrastructure investments presentation

$15.00 non member price
shopping_cart Add to cart

shopping_cart Add all items to cart - $72.00

Tax risk and financing transactions – An ATO perspective

Author(s): Jeremy HIRSCHHORN

Materials from this session:

Tax risk and financing transactions – An ATO perspective paper

$0.00 non member price
file_download Download

Tax risk and financing transactions – An ATO perspective presentation

$0.00 non member price
file_download Download

The way ahead for executive and employee incentives

Author(s): Andy Hutt, James Trainor

Materials from this session:

The way ahead for executive and employee incentives paper

$75.00 non member price
shopping_cart Add to cart

The way ahead for executive and employee incentives presentation

$15.00 non member price
shopping_cart Add to cart

shopping_cart Add all items to cart - $72.00

Not-for-profits: What are the recent changes affecting this area?

Author(s): Danielle Mawer, John KING

Materials from this session:

Not-for-profits: What are the recent changes affecting this area? paper

$75.00 non member price
shopping_cart Add to cart

Not-for-profits: What are the recent changes affecting this area? presentation

$15.00 non member price
shopping_cart Add to cart

shopping_cart Add all items to cart - $72.00

The tax avoidance taskforce

Author(s): Jennifer Kong

Materials from this session:

The tax avoidance taskforce paper

$0.00 non member price
file_download Download

Tax avoidance taskforce presentation

$0.00 non member price
file_download Download

Managing Part IVA

Author(s): Tim KYLE

Materials from this session:

Managing Part IVA paper

$75.00 non member price
shopping_cart Add to cart

Managing Part IVA presentation

$15.00 non member price
shopping_cart Add to cart

shopping_cart Add all items to cart - $72.00

Financing – Debt equity, Section 974-80

Author(s): James H MOMSEN, Denis Larkin

Materials from this session:

Financing – Debt equity, Section 974-80 paper

$75.00 non member price
shopping_cart Add to cart

Financing widely held corporates presentation

$15.00 non member price
shopping_cart Add to cart

shopping_cart Add all items to cart - $72.00

State taxes - What's been happening?

Author(s): Katie Lin, Adam Carter

Materials from this session:

State taxes - What's been happening? paper

$75.00 non member price
shopping_cart Add to cart