Webinar Recording - Understanding the 2017 Superannuation Changes
Price: $77
Platinum Price: $70 [?]
Duration: 70 minutes
Date: Thursday, 23 February 2017
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Price: $77
Platinum Price: $70 [?]
Duration: 70 minutes
Date: Thursday, 23 February 2017
These changes are expected to have a massive impact on individuals with superannuation balances of more than $500,000 and superannuation pensions worth more than $1.6 million.
SMSF trustees and professionals need to understand these changes so that they can put effective plans in place before 30 June 2017. Being aware of the changes may enable SMSF members to avert incurring tax on excess contributions, investment earnings and on their pension income.
This webinar is suitable for professional advisers and SMSF Trustees. It assumes a basic knowledge of SMSFs.
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Presenter Monica Rule
Presenter Monica Rule
Passionate about financial independence and committed to teaching and advising Australians about Self Managed Superannuation Funds (SMSF), Monica Rule established her SMSF consultancy and education business "Monica Rule - Your Self Managed Super Expert" in 2013 after a long career with the Australian Taxation Office (ATO).
Monica worked at the ATO for twenty-eight years, seventeen of which were spent in the Superannuation Business Line. She spent a number of years training ATO staff on SMSF compliance and often accompanied senior managers on public speaking engagements to provide technical support and advice. Monica assisted staff and management with technical queries, wrote ATO publications and carried out complex audits on large auditing entities, repeat offenders and SMSF auditors. Monica left the ATO as an Executive Level 1 Technical Adviser and Senior Compliance Officer.
Monica published The Self Managed Super Handbook, with the ATO's permission, in 2010 and the book is now in its sixth edition. In 2012 she became a regular contributor to the finance pages of The West Australian and The Australian newspapers. Monica also contributes articles on superannuation to Public Accountant, and Financial Planning magazines.
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