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Individual Podcasts

CGT Small Business Concessions – Using Concessions in the New Regulatory Environment

Appreciating how the sale proceeds of a business can be contributed to superannuation is vital following the 2016 superannuation reforms. This program outlines some of the practical implications that the reforms have for a member’s contributions strategy, especially in the context
PRESENTED BY Katie Timms National Director, Super & SMSF Services - RSM Australia Pty Ltd - Perth , Perth

Date/Time

About the Podcast

Appreciating how the sale proceeds of a business can be contributed to superannuation is vital following the 2016 superannuation reforms. This program outlines some of the practical implications that the reforms have for a member’s contributions strategy, especially in the context of two of the CGT small business concessions: the small business 15-year exemption, and the small business retirement exemption.

Featuring: Katie Timms, RSM, Perth

[27.23 minutes] [0.36 CPD hours]

Presented By

Katie Timms
National Director, Super & SMSF Services, RSM Australia Pty Ltd - Perth Perth, WA

Katie Timms is a Partner of RSM Australia Partners and a Director of RSM Australia Pty Ltd. 

Katie has been with RSM since 2005 and was appointed Partner in 2015.

She specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.

A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme.

Katie provides advice and assistance to trustees, accountants, and financial advisers. She also heads up the national RSM Superannuation committee.

On the weekends Katie likes to keep her body and mind active. She loves playing competitive roller derby and reading anything she can get her hands on, including her all-time favourite, Harry Potter!

CPD Information

0.00 CPD Hours

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