We’ve taken the contribution questions we are often asked about – from the constant rule changes, working with contribution caps, utilising concessions, and more – and wrapped these into this comprehensive web series. Plus, we’ll flag the problem areas where practitioners are getting it wrong.
The Maximising Super Contributions Strategy Series will equip you with what you need to know to manage superannuation contributions and contribution strategy deployment for clients.
There has been a myriad of changes to the superannuation contribution rules and regulations of late with more to come. We’ll show you what these changes mean in practice and where the opportunities lie.
This 2-part webinar series is an in-depth exploration of the changes impacting superannuation contributions and the factors that affect a member contribution caps. Then, we'll provide the strategies to help your clients maximise contributions for their personal circumstances.
12:00pm - 1:15pm AEST
11:30am SA & NT
1.25 PD hours per webinar
Reference Notes included
Recording access for 3 months
FPA Accreditation pending
Wednesday, 26 May 2021
Monday, 31 May 2021
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.
Wednesday 26 May & Monday 31 May 2021
12:00pm - 1:15pm AEST, 11:30am SA & NT, 10:00am WA
Terms & conditions: All 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 (maximum number of participants temporarily increased to 20 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.