PCG 2017/5 - Complying with the introduction of the transfer balance cap

taught by Aaron Dunn
Buy $99.00
Aaron Dunn
Aaron Dunn
CEO & Co-Founder

About the instructor

When it comes to self-managed super, professionals, industry and Regulators look to Aaron about the latest insights, strategies, trends, issues and opportunities in the sector. It is with this insight that Aaron has been sort out to participate in Government & Regulatory reviews, including the Super System Review (Cooper Review) and the ‘Reinventing the ATO’ program.

Aaron is a CPA and SMSF Specialist and acts as CEO of The SMSF Academy which he co-founded in 2011.

Aaron is a former nationally ranked high jumper, having achieved a personal best of 2.14m. He is married to wife Natalie, with three young children - twins, Ella & Thomas and Benjamin.

When Aaron is not talking about superannuation, you will find him talking about sport, especially AFL football.

The Deputy Commissioner of Taxation has outlined requirements in the release of Practical Compliance Guideline, PCG 2017/5 that explain important steps that must taken by individuals with pension balances currently above $1.6m before 30 June 2017.

In this webinar, Aaron Dunn, outlines what steps need to be taken and shows how you can generate the relevant compliance documents within The SMSF Academy's campus platform.

Course Contents

1 Multimedia
1 Text

Course Curriculum

PCG 2017/5 - Complying with the introduction of the transfer balance cap