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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, SladenWho 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]