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Superannuation Series - Part 5: Related Party Dealings - Should you be worried?

Wednesday, 13 May 2020 - 1:00 PM to
Wednesday, 13 May 2020 - 2:00 PM

Registration Time:

Member Price: $100.00

Non Member Price: $120.00

CPD hours:1.00

Part 5: Related Party Dealings – Should you be worried?

Related party dealings can be a significant risk for funds being taxed at 47%. With the recent changes to the non-arm’s length income rules, this risk is now heightened. This presentation will look at areas of concern including:

  • Why does it matter?
  • When do we need to worry about related parties?
  • Related party rules
  • Definitions of related parties – break down and practical examples
  • Traps and issues

Presenter: Tracey Norris, Pitcher Partners

Tracey Norris is a Director at Pitcher Partners in Brisbane and is responsible for overseeing SMSF and superannuation services; including SMSF annual compliance & reporting and the provision of technical & financial advice. With a wealth of experience in the SMSF market combined with her passion to deliver a personalised service, Tracey works closely with her clients to deliver advice and service that meets their needs now and well into the future. Combining common sense, problem-solving and her acquired knowledge and experience allows Tracey to create solutions for a wide range of issues while maintaining sight of the bigger picture. Tracey has also regularly been involved as a speaker, superannuation panellist and peer review support for seminars held on behalf of Pitcher Partners and other professional development organisations.

Special Offer

Register for the entire 10-part 2020 National Superannuation Webinar Series and save $205.