Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
79319
Individual Podcasts

Multi-Generational Tax Planning Using SMSFs

With the Government announcing in 2018 that the maximum number of members in self-managed superannuation funds will increase from four to six from 1 July 2019, the opportunities to create a genuine multi-generational self-managed super fund grow. This session considers a range of
PRESENTED BY Michelle Griffiths Partner - TAG Financial Services , Melbourne

Date/Time

About the Podcast

With the Government announcing in 2018 that the maximum number of members in self-managed superannuation funds will increase from four to six from 1 July 2019, the opportunities to create a genuine multi-generational self-managed super fund grow. This session considers a range of tax effective strategies for families using self-managed superannuation funds, using practical examples to explore options at contribution stage, pension stage and even after death.

Featuring: Michelle Griffiths, TAG Financial Services, Melbourne

[38.15 minutes] [0.63 CPD hours]

Presented By

Michelle Griffiths
Partner, TAG Financial Services Melbourne, Vic.

Michelle is a founding Director of TAG Financial Services Pty Ltd, a Chartered Accountant and qualified investment adviser. Michelle is widely known for her practical approach to some very technical topics. She is a recognised superannuation, investment and taxation specialist and consults on all matters relevant to wealth management.

Michelle is passionate about sharing her knowledge. Her case study based presentation style is a welcome change of pace, always providing some practical ideas and discussion points for you to use with your clients.

CPD Information

0.00 CPD Hours

Go to top