Webinar – SMSF year in review

2024 has been a significant year for SMSFs with a number of long outstanding matters brought to a close, only to open up new issues for us to consider particularly in reference to pensions, contributions and fund expenditure. We’ve seen some surprising developments for some legacy items and a number of interesting private rulings from the ATO that make us think about various processes.

Learning Outcomes

At the end of this webinar, participants will have an appreciation for:

How funds need to transact in light of the NALE changes
Key contribution issues that need to be addressed by members and trustees alike

Key pension issues that need to be addressed by members and trustees alike
Planning in light of a likely increase in the transfer balance cap and the introduction of Div 296

Presenter: Tim Miller

Cost: Free

Date: Tuesday, 10th December

Time: 12:30 pm – 1:30pm AEST

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Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.