Webinar Recording - Understanding the 2017 Superannuation Changes

In the May 2016 Federal Budget, the Government announced significant changes to superannuation. However, with a closely fought Federal Election soon afterwards, many of these proposed changes came under intense scrutiny. Now the dust has settled, the resultant superannuation changes have been locked in place and are due to take effect from 1 July 2017.

In this Webinar, Understanding the 2017 Superannuation Changes, Superannuation consultant, Monica Rule will work through three of the major changes affecting Self Managed Superannuation Funds (SMSFs).

In this one hour webinar, Monica will use various scenarios to explain the new laws as well as things to consider when determining the best course of action for SMSFs to mitigate any negative outcomes.

Monica will address the SMSF changes as they relate to:

• concessional contribution limits;
• non-concessional contribution limits; and
• transfer balance caps and transition to retirement income streams.

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.

• 5/12/2019 - Webinar Recording - Dealing with Mistakes and Variations in Family Trust Deeds

• 23/10/2019 - Webinar Recording - Accessing Company & Trust Documents in Family Law

• 1/08/2019 - Webinar Recording - Small Business Tax and Financial Risks

• 2/05/2019 - Webinar Recording - Year End Tax Planning

• 13/03/2019 - Webinar Recording - Superannuation: Current status of the proposed changes

• 27/11/2018 - Webinar Recording - Fixing Family Trust Deeds

• 16/10/2018 - Webinar Recording - The who, what, when & how of Family Trust Elections

• 12/09/2018 - Webinar Recording - You’ve Been Served! - How to deal with a family law subpoena

• 8/08/2018 - Webinar Recording - Beneficiary Entitlements in Trusts

• 6/06/2018 - Webinar Recording - SMSF End of Year Essentials

• 19/04/2018 - Webinar Recording - Unit Trust v Family Trust - Which is Better for Investing?

• 8/03/2018 - Webinar Recording - Do Pre-Nups Work Anymore?

• 13/12/2017 - Webinar Recording - When a Will is not Simple

• 26/10/2017 - Webinar Recording - Winding Up Trusts and Tax Consequences

• 19/09/2017 - Webinar Recording - Untangling Discretionary Trusts – A Family Lawyer’s Perspective

• 23/08/2017 - Webinar Recording - Time to Address the SMSF Sleeper - Estate Planning within the fund

• 20/06/2017 - Webinar Recording - Navigating Small Business Restructure Roll-overs

• 6/04/2017 - Webinar Recording - Dealing with Divorce - An Accountant’s Perspective

• 23/02/2017 - Webinar Recording - Understanding the 2017 Superannuation Changes

• 1/12/2016 - Webinar Recording - Estate Planning Basics for Professional Advisers

• 17/11/2016 - Webinar Recording - Are Family Trusts “Done” as an Asset Protection Tool?

• 13/10/2016 - Webinar Recording - Demise of the Accountants’ Exemption - Walking the line, post 1 July 2016

• 13/09/2016 - Webinar Recording - Family Trust v Family Court - Not a marriage made in Heaven

• 10/08/2016 - Webinar Recording - Managing Trust UPEs - How to do it and potential tax exposures

• 31/05/2016 - Webinar Recording - How does the 2016 Budget affect SMSF Trustees?

• 3/05/2016 - Webinar Recording - Avoiding Business Disputes

• 30/03/2016 - Webinar Recording - Pitfalls that SMSF Trustees should avoid

• 23/02/2016 - Webinar Recording - Asset Protection - Dealing with Risk in Hard Times

• 9/12/2015 - Webinar Recording - Trusts Revisited

• 28/10/2015 - Webinar Recording - Know Thy Business Structure

• 23/09/2015 - Webinar Recording - Social Media in the Workplace

• 27/08/2015 - Webinar Recording - The Powers and Problems of Trustees

• 28/07/2015 - Webinar Recording - Tips and Traps for Property Investment in your SMSF

• 27/05/2015 - Webinar Recording - Companies - Things you should know, but probably don’t!

• 21/04/2015 - Webinar Recording - The Pros and Cons of Unit Trusts

• 11/03/2015 - Webinar Recording - Employee Engagement and Share Plans

• 18/02/2015 - Webinar Recording - SMSFs and Related Party Loans

• 19/11/2014 - Webinar Recording - Trusts - Asset Protection on Peptides

• 15/10/2014 - Webinar Recording - Maximising your Business Value

• 25/09/2014 - Webinar Recording - Project Do It - ATO Amnesty Information Session

• 10/09/2014 - Webinar Recording - Private Company Cash - Division 7A Complications for Professional Advisors

• 6/08/2014 - Webinar Recording - Employee v Contractor

• 4/06/2014 - Webinar Recording - The Protected Super Myth’Conception

• 8/04/2014 - Webinar Recording - Trust Tax Issues and CGT Small Business Concessions

• 11/02/2014 - Webinar Recording - Accountant Road Rules for Super

• 19/11/2013 - Webinar Recording - Are you Ready for Bullying in the Workplace?

• 2/10/2013 - Webinar Recording - Investment Restrictions for Self Managed Superannuation Funds

• 5/09/2013 - Webinar Recording - All About Family Trusts

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.