RSM Super Series - New pension rules facing SMSFs

Event Date: 
09 February 2017
RSM Australia
8 St Georges Terrace

May 2016 saw the announcement of some of the most significant changes to superannuation law since 2007. The final legislation, however, was different to what was announced.

Join RSM's Superannuation Solutions team for a review of the new rules facing SMSFs from 1 July 2017, with a focus on:
•The new $1.6 million pension balance limit
•CGT Relief – is it available?
•Changes to transition to retirement pension rules
•How the changes might impact on estate planning

About the presenter
Katie is a Director of the Business Advisory division in Perth. She has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition and tax saving strategies, structural assistance and estate planning.

Katie provides advice and assistance to trustees, accountants and financial advisors, and heads up the National Superannuation Committee. She provides regular technical updates for the Institute of Public Accountants, and has presented for the Tax Institute of Australia, Legalwise and TV Ed. She has been published in the Australian Financial Review, the West Australian and Farm Weekly.

*Katie Timms is a Partner of RSM Australia Partners and a Director of RSM Australia Pty Ltd.

RSM Australia
08 9261 9100
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