ABOUT

Our update series will be practical, and aims to keep you across the key developments affecting SMSFs, including: 

• Key Government announcements;

• Legislation changes and policy developments;

• Latest ATO news and updates; and

• Cases.

PRESENTER DETAILS

Darren Wynen

Darren has been in the tax and accounting field for over 24 years and in the training arena for the last 18 years. Darren has presented for most of the professional associations over this time. He also worked as a tax and superannuation trainer with TaxBanter for 5 years. Learn more about Darren here.

PROGRAM

WED 13 June 2018 9am to 1pm

Update – Recent SMSF developments

• Transition to retirement income streams

• Transfer balance cap reporting 

Planning for the new year ahead 

• Contribution strategies

• Key pension issues

• Post-CGT transitional relief considerations

• Checklist of planning points for the 2019 income year

Estate planning – time for a review?

• Death benefits from 1 July 2017

• Revisiting reversionary pensions

• Checklist of estate planning considerations

Year-end wrap-up and checklist

PRESENTER DETAILS

Darren Wynen

Darren has been in the tax and accounting field for over 24 years and in the training arena for the last 18 years. Darren has presented for most of the professional associations over this time. He also worked as a tax and superannuation trainer with TaxBanter for 5 years. Learn more about Darren here.