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Next meeting: 27 August 2019
The group provides a valuable forum for service providers to self-managed superannuation funds, which represent approximately 33% of total superannuation assets, to openly raise and discuss issues and to share experiences relating to any superannuation matter that may concern the members, beneficiaries, trustees and the operation of these funds.
While small funds are the primary focus of the Group, the Group is in a unique position among all ASFA discussion groups in that its participants deal directly with fund members. This member focus assists in identifying important issues that affect all super fund members, not just members of SMSFs.
The Group regularly raises policy issues, including those concerning compliance, taxation, legislation and investment, which affect the superannuation industry as a whole.
27 August 2019
A copy of the agenda can be downloaded here.
The minutes from the July 2019 meeting can be downloaded here.
Naree Brooks Partner, PwC
Naree has worked in general business and tax advisory services to private and family businesses in Australia for the past 30 years.
She specialises in managing the taxation and other regulatory issues in respect of retirement and superannuation planning.
Naree was appointed national head of the SMSF division for PwC five years ago. She has been involved in various tax submissions over the years, in particular with focus on thought leadership around the Australian superannuation sector.
Naree’s professional qualifications include:
Liz Westover Partner, Deloitte
Liz Westover is a Partner and the National Lead for SMSFs at Deloitte Australia. She is responsible for the success of the firm’s SMSF service offering providing compliance and consulting services to the firm’s clients.
Liz has extensive experience in superannuation, having previously held positions at PwC and as Head of Superannuation at Chartered Accountants ANZ.
She has strong capabilities on the technical application of superannuation and associated tax laws. She is a regular commentator on superannuation issues with mainstream and social media and has authored blogs and articles on superannuation and related issues for many years.
Liz has been heavily involved in superannuation policy development and advocacy, regularly liaising and consulting with Government, regulators and stakeholders on technical, legislative and policy matters.
She is a Fellow Chartered Accountant, CA SMSF specialist and holds a Master of Legal Studies from the University of New South Wales and a Bachelor of Business from the University of South Australia.
27 August 2019 24 September 2019 22 October 2019 3 December 2019
Attendance at an ASFA Discussion Group qualifies for one Continuing Professional Development (CPD) point for members of ASFA’s Professional Accreditation Program.
For all enquiries, contact ASFA Member Services.