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Small business CGT: Key insights & super strategies

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Mastering CGT Small Business Concessions: Rules, Strategies & Superannuation Insights

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Learn eligibility, strategies, and super connections to maximize tax benefits for clients.

A Live Instructor Led Webinar

The CGT Small Business Concessions have been a key part of the tax landscape since their introduction in 1999. Designed to help small business owners access additional funds for retirement or reinvestment, these concessions offer significant tax benefits—but they come with complex rules and evolving eligibility criteria. Over the years, legislative changes have added layers of complexity, making it crucial for practitioners to stay up to date. 

In this in-depth 3-hour workshop, we’ll break down the latest rules and strategies to ensure you can confidently apply the concessions for your clients. We will cover who qualifies, how the concessions work, and the key considerations to maximise their application. 

The session will be delivered in three key parts: 

🔹 Part 1: Understanding the Foundations – A breakdown of the fundamental rules and eligibility criteria for accessing the CGT Small Business Concessions. 

🔹 Part 2: Navigating Complexity – A deep dive into common challenges, tricky scenarios, and strategies to avoid pitfalls. 

🔹 Part 3: The Superannuation Connection – Exploring how these concessions interact with superannuation and the planning opportunities available. 

Speakers: 

  • Lee-Ann Hayes, Head of Education (Tax) – Leading Parts 1 & 2 
  • Mark Ellem, Head of Education (SMSF) – Presenting Part 3 

Join us for this practical session where we unpack the latest developments and key insights to help you confidently apply the CGT Small Business Concessions. 

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AU $396 per person

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Total 3 CPD Hours

Dates & Details

Wednesday, 18 June 2025

Time
1:30pm - 4:30pm AEST (NSW, QLD, VIC,TAS)
1:00pm SA & NT
11:00am WA

 

SMSF Association accredited for 3 CPD Hours.

 

What we cover

  • Gain a clear understanding of the four CGT Small Business Concessions and the fundamental conditions required for different types of taxpayers to qualify. 
  • Explain the specific eligibility criteria for each concession and how they apply in various small business scenarios. 
  • Recognise and address key challenges when applying the concessions, including common traps and strategic considerations. 
  • Understand the connection between CGT Small Business Concessions and superannuation, including how they interact and the opportunities for tax-effective retirement planning.

What's included?

  • 3 hour live online event with opportunity to ask questions of the presenter 
  • 3 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to recording and materials after the event 

Our presenters

Senior SMSF Educator, Accurium

Anthony Cullen

Anthony Cullen

Anthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry. 

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business. 

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.

Head of Tax Education, TaxBanter

Lee-Ann Hayes

Lee-Ann Hayes R

Lee-Ann is a respected tax professional with 25 years’ experience in Australian taxation law. Her varied roles include training, content creation and advice, giving her extensive practical experience in the daily tax issues faced by practitioners.

Lee-Ann’s taxation journey began at the Australian Taxation Office where she held various technical and education positions. From there Lee-Ann has worked in both public practice and for several national training organisations. She has extensive experience in developing and delivering tax education to a wide and varied audience, including graduate accountants, big four accounting firms and professional associations.

Renowned for her enthusiastic, approachable and engaging presentation style, Lee-Ann has a strong practical focus, ensuring effective learning outcomes are always achieved.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.