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Recorded Webinars

Recorded Webinar: Strategies for Maximising Contributions into Superannuation

Through careful, strategic planning, it is possible to maximise a client’s retirement nest egg. This session examines strategies to maximise opportunities to contribute into super, with a focus on practical case studies. It covers: Restrictions on contrib

Date/Time

About the Webinar

Through careful, strategic planning, it is possible to maximise a client’s retirement nest egg. This session examines strategies to maximise opportunities to contribute into super, with a focus on practical case studies. It covers:

  • Restrictions on contribution – what are the limits?
    • Concessional and non-concessional contribution cap
    • Indexation cap/rate from 1 July 2021
    • total super balance and transfer balance cap
  • Key practical issues in contributing Div. 152 CGT concession amounts:
    • Meeting the net asset tests
    • Identifying the appropriate significant individual?
    • Getting the appropriate distributions in trusts to qualify – planning 18-24 months ahead
  • Downsizer contributions
    • What capital proceeds qualify?
    • Who can contribute?
    • Timing of contributions
  • Structured settlements and personal injury payment contributions

Presented By

S Phil Broderick
Principal, Sladen

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/Training hour. FASEA – category “Technical Competence” – 1 hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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: [email protected]

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