Recorded Webinar: SMSF Contribution Strategies to Implement Post Reforms

 

24th October 2018

Duration:  approx. 1.5 hours

 ABOUT THE WEBINAR
When a member commences an account-based pension from their SMSF, the question of making non-concessional contributions to the fund may arise. This session looks at this issue and other contribution dilemmas in light of the recent reforms, including:

  • Understanding recent changes to contribution rules:
    • new rules for personal tax deductible contributions
    • spouse contributions
    • right to make catch up contributions when coupled with existing salary sacrifice
    • spouse super splitting strategies
  • Making concessional contributions when receiving an account-based pension
  • Satisfying work test if you are over 65
  • New voluntary super contribution exemption for those aged between 65 and 74
  • Contribution strategies for couples in a private business who are also employed
  • Spouse offset rules and contributions
  • Catch up contributions after 1st of July 2018
  • Small business CGT concessions
  • Downsizer contributions - new cap $300,000
  • Catch up contributions over 5 year period
  • Tax on super contributions compared with the pension account
  • New integrity measures over deductions for personal contributions and NOI processes
 PRESENTER
Our presenter

Heather Gray, Partner, Hall and Wilcox, Melbourne

Heather is one of Australia’s most experienced superannuation and financial services lawyers.

She advises on all regulatory, compliance, investment, tax and contractual issues, as well as acting in connection with disputes, regulator actions, product development, fund mergers and restructurings, and other transactions.

Heather acts for clients across the superannuation and financial services sector, including industry, self-managed and other superannuation funds, service providers and industry bodies.

Heather has been recognised in Chambers Asia-Pacific in Investment Funds (Superannuation) since 2015 and has been listed in The Best Lawyers in Australia in funds management, investment funds and superannuation law every year since 2010.

Heather is a member of the Board of SANE Australia, a national mental health charity, and of the Board of the Mother’s Day Classic Foundation, a charity that raises money for breast cancer research.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au
Product Code: WBPOCT18
 Price:  $264.00 (Inclusive of GST)
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