Events

SMSF Discussion Group

Next meeting:

Date: Tuesday 26 October 2021
Time: 12.30pm to 1.30pm

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About

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.

Only ASFA members can attend Discussion Group meetings. To find out more about becoming an ASFA member see the membership section.

Next meeting:

Date: Tuesday 26 October 2021
Time: 12.30pm to 1.30pm

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Speakers:

Belinda Black – ATO
Shane Moore - ATO

Topic:

SuperStream and SMSFs

Agenda:

The agenda can be downloaded here.

Discussion Group co-chairs

Naree Brooks
Partner, PwC

 

Liz Westover
Partner, Deloitte

 

Venue host

PwC

Discussion Group meeting dates

26 October 2021

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CPD Points

Attendance at an ASFA Discussion Group qualifies for one Continuing Professional Development (CPD) point for members of ASFA’s Professional Accreditation Program.

Enquiries

For all enquiries, contact ASFA Member Services.

Sign up to receive Discussion Groups in the My e-comms section of your ASFA account. If you don’t have an account, you can create one here.