Strategies to Maximise Superannuation Contributions

How to efficiently manage and maximise client contributions
2-part series 29 & 31 July 2020

Individual Register

The latest changes to super contributions
The new work test regulations
Strategies to maximise contributions

This 2-part web series will equip you with what you need to know to manage superannuation contributions and contribution strategy deployment for clients.

We’ve taken the questions we are often asked about contributions – from the constant rule changes, working with contribution caps, utilising concessions, and more – and wrapped these issues into this comprehensive web series. Plus, we’ll flag the problem areas where practitioners are getting it wrong. 

There has been a myriad of changes to the superannuation contribution rules and regulations. We’ll show you what these changes mean in practice and where the opportunities lie.

Knowing how to get the best results for different client segments is essential. We'll show you how.

Individual Register
Office Register
Member Register

2-part webinar series:

Webinar 1: Wed, 29 July 2020
Webinar 2: Fri, 31 July 2020

What we cover

This 2-part webinar series provides an in-depth exploration of the recent changes impacting superannuation contributions and the factors that affect a members contribution cap. Then, we provide the strategies to help your clients maximise their contributions for their personal circumstances.

Contributions & the impact of recent changes

  • Changes to non-concessional contribution caps and how a member's total superannuation balance (TSB) impacts their cap
  • How to determine a member's total superannuation balance at 30 June (and why it's not always as simple as using their balance at 30 June)
  • The work test - the new regulations. When and how the work test extension applies
  • Changes to the procedures for excess concessional and non-concessional determinations

 

Wednesday, 29 July 2020 at 12:00pm - 1:15pm AEST

Reference notes included.

Contribution strategy deployment

  • Strategies to effectively manage a members non-concessional cap - in many cases if the member doesn't use the cap when available, they lose it!
  • How to maximise a member's concessional contribution cap, including access to the carry-forward rules and how to avoid unintended Div 293 tax
  • Eligibility to make a 'Downsizer' contribution
  • Effective use of unallocated contribution reserve and how to not attract the ATO's attention

 

Friday, 31 July 2020 at 12:00pm - 1:15pm AEST

Reference notes included.

Natalie Scott
Superannuation Adviser, Knowledge Shop

Natalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs (and wants!).

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

Natalie Scott
Natalie Scott
Superannuation Adviser, Knowledge Shop

Wednesday, 29 July & Friday, 31 July 2020

12:00pm - 1:15pm AEST in ACT, NSW, QLD, TAS & VIC
11:30am SA & QLD | 10:00am WA

Member

2 part webinar and 3 month recording

  • $330 Individual access
  • $595 Office access*
Member Register

Non-Members

2 part webinar and 3 month recording

  • $400 Individual access
  • $665 Office access*
Individual Register
Office Register

Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*The office rate applies per office location (temporarily increased to a maximum of 20 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).