Presented by Sebastien Brennan, Implementation Consultant

2. 2016/17 end of financial year processing in Class

Presented by Kevin Zhang, Compliance and Technical Services Manager 

Handouts

• Super Reform EOFY Processing Webinar Slides
• EOFY Case Study Handouts
• ATO Guidance Note 06 - Transitional CGT Relief

Time Stamp

• 00:4:05 - What's New
• 00:5:49 - Top 10 Myths
• 00:37:46 - Case Study 1: Fund complies with TRIS change and takes up CGT relief using the Proportionate method
• 00:44:22 - Case Study 2: Retirement Phase Income Stream Fund takes up CGT relief using the Proportionate method
• 00:51:14 - Case Study 3: Fund uses the Segregated method and switched to the Proportionate Method
• 00:59:53 - Case Study 4A: Two methods to get exactly $1.6 million pension balance - Method 1 Adjust Benefit Allocation
• 01:07:12 - Case Study 4B: Two methods to get exactly $1.6 million pension balance - Method 2 Commutation after 30 June 2017 Period Update

3. Exempt current pension income and actuarial certificate changes from 1 July 2017

Presented by Kevin Zhang, Compliance and Technical Services Manager 

Handouts

• Super Reform ECPI Changes in Class Webinar Slides
• ECPI Case Study Handouts

Time Stamp

• 00:2:35 - A Quick Overview
• 00:3:43 - Legislative Changes
• 00:5:36 - Terminology
• 00:8:00 - Old vs New Actuarial Certificate Approach
• 00:10:30 - How has Class implemented the changes?
• 00:15:26 - Actuarial Certificate Scenarios
• 00:19:40 - Case Study 1: Disregarded Small Fund Assets
• 00:25:26 - Case Study 2a: Elected Segregation
• 00:30:48 - Case Study 2b: Segregation for Investment Choices
• 00:34:40 - Case Study 3: Simple TRIS Coversion
• 00:42:10 - Case Study 4: Complex TRIS Conversion
• 00:59:33 - Fives Things to Take Away
• 01:00:36 - Useful References
• 01:01:24 - Class Connect Conference
• 01:03:01 - Q&A