Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
108335
Recorded Webinars

Recorded Webinar: Super Contributions: What’s Changed, What’s Working, and What Still Trips People Up

With contribution caps, thresholds, and rules in constant flux, SMSF practitioners must stay ahead of the curve - not just to stay compliant, but to unlock strategic planning opportunities. This session offers both an update and a refresher on the current rules, with a focus on pr
PRESENTED BY Graeme Colley SMSF Technical Expert - Graeme Colley , Sydney

Date/Time

About the Webinar

With contribution caps, thresholds, and rules in constant flux, SMSF practitioners must stay ahead of the curve - not just to stay compliant, but to unlock strategic planning opportunities. This session offers both an update and a refresher on the current rules, with a focus on practical strategies to maximise contributions while managing the traps.

  • The latest super caps and thresholds
  • How the “work test” is currently applied and when it matters
  • How the “bring forward” rule works depending on your superannuation balance
  • How downsizer contribution rules can be used to maximize contributions and their interaction with the non-concessional contribution rules
  • Contributions in-specie and the ATO's current views on their interaction with the non-arm's length income rules
  • Pending Payday super implementation and super guarantee rate change
  • Strategies that maximize super contributions, including:
    • catching up on unused concessional contribution caps from prior years
    • using the small business capital gains tax concessions to assist with maximising super contributions
    • contributing by re-contributing as a death benefit tax strategy 
    • strategies that interact with the transfer balance cap increase

Presented By

Graeme Colley
SMSF Technical Expert, Graeme Colley Sydney, NSW

Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector.  He brings over 30 years of extensive taxation and superannuation experience from senior positions in the public and private sectors including Macquarie Bank, Mercer, ING and SuperConcepts.   These roles included formulating and implementing policy, developing legislation and providing high level technical advice.

 Graeme is also a joint author of a number of publications and has academic experience which extends to lecturing in the ATAX Masters course and the AGSM at the University of NSW and the Master of Commerce (Financial Planning) course at the University of Western Sydney.  Graeme is an SMSFA Specialist Advisor and a Member of the Institute of Chartered Accountants in Australia.

Who Should Attend?

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

CPD Information

 

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

Go to top