John Ioannou, CTA

John Ioannou, CTA

Macpherson Kelley

John was admitted as a Solicitor in 2002 and is a Principal Lawyer at Macpherson Kelley. He has experience in the areas of taxation, structuring, commercial transactions, disputes, trusts and estates, succession and asset protection planning. John has a Bachelor of Arts, Bachelor of Laws and a Master of Law. He is Chair of the Tax Institute’s Queensland’s State Council in addition to being a State Councillor.

All Sessions by John Ioannou, CTA

12:00 pm - 1:00 pm

Session 29.1: SMSFs – NALI & NALE in the “real world”

SME Stream

The broad scope for implementation and enforcement of NALI and NALE doesn’t just impact complicated SMSF structures.  This session will explore the practical application of PCG 2020/5 including some unexpected aspects of both NALI and NALE including:

  • NALE transitional approach from 1 July 2018 to June 2022
  • The ATO position from June 2022
  • SMSF auditor obligations and PCG 2020/5
  • Finalisation of LCR2019/D3 and what it could mean for you and
  • Practical examples of NALI and NALE.