Understanding SMSFs and Superannuation

Monday, 1 July 2024
Chair

Amanda Comelli, Partner, Brown Wright Stein Lawyers; NSW Accredited Specialist in Business Law

Description

Attend and earn 1 CPD hour in Professional Skills

This program is applicable to practitioners from all States & Territories

* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules

Professional Skills
Understanding SMSFs and Superannuation
  • SMSF: how to set up, responsibilities associated with, tax, benefits and downfalls of SMSF
  • Superannuation and interplay with Wills and EPOA
  • Property acquisition by a SMSF with limited recourse borrowing  
  • Explore the complexities of related party loans
  • Discuss the impact of recent superannuation reform measures

Presented by Tracey Norris, Director, Pitcher Partners; Accredited SMSF Specialist; Fellow of the Institute of Chartered Accountants in Australia and New Zealand and Bec Nipperess, Senior Manager, Pitcher Partners

Presenters


Tracey Norris, Director, Pitcher Partners
Tracey Norris commenced in public practice over 20 years ago and initially advised small and medium enterprises on taxation and superannuation affairs. This variety of experience allows her to understand the bigger picture when advising clients on superannuation issues and providing commercial outcomes. Having worked with various industries supplying general taxation advice and now specialising in superannuation allows her to provide good strategic outcomes to compliment other advisors. Tracey's demonstrated knowledge and experience in the application of superannuation and taxation laws includes; SMSF compliance and audits; advising on restructure of assets to and from superannuation funds, whether the result of life events or business sales and acquisitions; assisting clients with effective retirement planning strategies; maximising investment opportunities using superannuation structures; writing expert reports for legal counsel in court hearings; and sitting on the compliance committee of a retail fund. Tracey is also a licenced adviser on the Pitcher Partners Australian Financial Service Licence and was a finalist for SMSF Adviser of the year at the Women in Finance Awards in 2022. Professional qualifications and memberships: Bachelor of Commerce (JCU); Advanced Diploma of Financial Services (Superannuation); Fellow of the Institute of Chartered Accountants in Australia and New Zealand (CAANZ); CA SMSF Specialist.


Rebecca Nipperess, Senior Manager, Pitcher Partners
Rebecca Nipperess joined Pitcher Partners in 2019 as a Specialist superannuation adviser, having previously worked in boutique accounting firms gaining 10 years of experience in business services advisory and the SMSF industry, before deciding to solely focus on SMSFs. The skills she has learnt over the past 10+ years enables her to provide a holistic approach when advising clients. As a superannuation specialist, Rebecca provides strategic superannuation advice along with compliance support to SMSFs. Rebecca is licensed to provide superannuation advice and has experience in advising clients on SMSF establishments, contribution planning strategies, pension planning, estate planning and LRBA establishments. Professional Qualifications and Memberships: Bachelor of Commerce (Accounting and Financial Planning); Member of the Institute of Chartered Accountants in Australia and New Zealand (CAANZ); CA SMSF Specialist; Australian Financial Services Licence Representative.


Amanda Comelli, Partner, Brown Wright Stein Lawyers
Amanda is a Law Society of NSW Accredited Specialist in Business Law and currently sits on the Law Society's Specialist Accreditation Advisory Committee for Business Law. With more than 10 years' experience as a business lawyer, Amanda provides commercial and corporate law, tax law and estate planning advice to businesses and business owners. Amanda likes to keep her practice broad, to provide her clients with well-rounded and practical legal advice. Amanda has acted for a range of clients including both private and public companies, accountants, financial planners, retailers, business owners, manufacturers, individuals (including high net worth individuals) and not-for-profit organisations. She is also a founder of the Women in Tax Discussion Group, which is hosted monthly by Brown Wright Stein, as a forum for female tax professionals to meet and discuss recent key changes in tax law in a relaxed and supportive environment. Outside of work, Amanda enjoys travel, fitness, and spending time with her family. She has also represented Australia in several international karate tournaments!

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Understanding SMSFs and Superannuation

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DELIVERY MODE BELOW

Single Session
CPD Points 1
$160.00
On Demand 20241123 20240701

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