Webinar Recording - Superannuation: Current status of the proposed changes

A number of changes to Superannuation were announced in last year’s May Federal Budget. Many of these are sitting with the Government and are yet to be legislated. Keeping track of these proposals is never an easy task. With a Federal election and another Budget fast approaching, it is important to keep abreast of what has been proposed and what has already changed.

In this webinar, Superannuation: Current status of the proposed changes, Garth McNally, from Hayes Knight, reviews the status of the key changes to superannuation announced in last year’s Budget – what is already law, what is still coming, what key dates you need to be concerned about and what may be on the horizon.

During this one hour webinar, Garth will cover:

• Reversionary pensions and how the rules apply to transition to retirement income streams (TRIS);
• How a limited recourse borrowing arrangement can affect a client’s total superannuation balance;
• Changes to the superannuation work test and what this means for your clients; and
• Non arms-length income for self managed superannuation funds and the ATO’s position on fund expenses.

With superannuation being so topical recently, it is all too easy for trustees and their advisers to lose track of the myriad of planned changes when ensuring that funds remain compliant. This webinar is ideal for those looking to see where they stand - before the end of financial year planning commences.

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Presenter - Garth McNally

Director - Hayes Knight

Garth heads up Hayes Knight’s Superannuation Division. He is also the technical specialist for Merit Wealth, one of Australia’s largest Accounting centric dealer groups. He has a wealth of knowledge and practical experience in superannuation and leads the superannuation technical support for Hayes Knight and the Knowledge Shop membership.

Garth is a specialist member of the Self Managed Superannuation Fund Professional’s Association of Australia (SPAA) and is a regular writer and speaker on superannuation issues and strategies.