Live Webinar: The Massive Changes to the Super Landscape: What They Mean in Practice

Wednesday 29th March 2017

Vic, NSW, ACT, Tas:  3pm to 5pm 
SA: 2.30pm to 4.30pm 
WA: 12noon to 2pm
NT: 1.30pm to 3.30pm 
Qld: 2pm to 4pm

About the webinar

In its 2016 Budget, the Government made major changes to the super contributions and pensions rules. This presentation will explain what the changes are, but more importantly how they will affect super contributions strategies in the future:

  • The $500k cap on non-concessionals:
    • retrospective effect
    • how the cap will work in practice
    • strategy for non-concessionals going forward
    • CGT Cap – still extant?
  • Concessional contributions:
    • 1/7/17 start date
    • reduction in amount
    • tax offset for low income earners
    • five year rolling catch up for people with balances under $500k
    • abolition of the work test
    • new rules on personal contributions
  • A review of contributions strategies following the changes
  • Case studies on contribution strategies
  • Changes to account-based pensions:
    • $1.6M pension cap – how will it work in practice – valuation and enforcement issues
    • treatment of account balances beyond the cap – withdrawal, lump sum, accumulation phase etc.
    • should you segregate under the new rules?

Who should attend

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This is an update webinar on recent developments in this area.

Ian Burgess, Partner – Tax, Ernst & Young, Brisbane 

Ian Burgess is a Tax Partner of Ernst & Young, Brisbane who specialises in the areas of privately owned business and asset management. He has over 20 years experience providing tax advice and compliance solutions to clients in these sectors and is the Asia Pacific Leader of the firm’s Private Client Services practice.

Ian advises private business owners, executives, professionals and investors on structuring business and investment interests and on wealth accumulation, succession and estate planning strategies. He also advises privates owned businesses on income tax aspects of their domestic and foreign operations and strategies.

CPD certificate

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RB16MAR17
 Price:   $253.00 (Inclusive of GST)
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