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  • Past webinars for APRA-regulated funds

    2018

    Large fund diagnostic report
    17 April 2018
    This information session was about the fourth iteration of the Risk Differentiation Framework (RDF) and provision of tailored diagnostic reports to large APRA-regulated funds.

    Excess transfer balance determination
    20 March 2018
    We discussed the excess transfer balance (ETB) determination process and suggested what funds can do to support members who have exceeded their transfer balance cap.

    Changes to release authority process
    15 February 2018
    We discussed how the release authority process for excess contributions and Division 293 liabilities will be consistent and streamlined from 1 July 2018.

    2017

    Transitioning to event-based reporting – MATS
    13 December 2017
    This session provided an updated strategy for transitioning to the new event-based Member account transaction service (MATS).

    Member exit statement reporting
    11 December 2017
    Conducted for constitutionally protected funds, we explained how to complete the Member exit statement for members with super surcharge.

    Member Account Transaction Service – transitional period to cutover
    25 October 2017
    This talked through the transition period to cutover for the Member Account Transaction Service (MATS).

    Member Account Transaction Service – baseline design
    5 October 2017
    This webinar is a walkthrough of the baseline design for the Member Account Transaction Service (MATS).

    Single Touch Payroll – Choice of fund design
    July 2017
    This webinar is a walkthrough of the consultation paper and discussion of the consultation process for choice of fund design.

    Event-based reporting
    June 2017
    This session is an overview of the Member Account Transaction Service (MATS) we are developing in consultation with industry.

    LISTO, PSCD and STO
    June 2017
    We discussed the personal super contributions deductions (PSCD) and spouse tax offset (STO) changes effective from 1 July 2017 and the eligibility and requirement details.

    Transfer balance cap and total superannuation balance
    May 2017
    This webinar is an overview on the reporting requirements for the transfer balance cap (TBC) and total superannuation balance (TSB).

    Capped defined benefit income streams
    May 2017
    We outlined the details of a capped defined benefit income stream and discussed how they are valued for transfer balance purposes.

    Transition to retirement income streams
    April 2017
    This webinar provided an introduction and overview to the Transition to retirement income stream (TRIS) changes effective 1 July 2017.

    CGT relief
    April 2017
    This webinar gave a detailed overview of the capital gains tax (CGT) relief available to complying funds that need to take action as a result of the new transfer balance cap and transition to retirement stream changes from 1 July 2017.

    Large fund diagnostic report 2017
    April 2017
    This webinar and documents answers frequently asked questions about the large fund differentiation framework, large fund industry and diagnostic reports for 2017.

      Last modified: 03 May 2018QC 55313