Maximising Super Contributions Strategy Web Series

26 & 31 May 2021

Register Me
Strategies to Maximise Superannuation Contributions Web Series

When it comes to contributions, knowing how to get the best results for different clients is essential. We'll show you how.

Working with the new Contribution Cap changes
How indexation of TBC Impacts certain caps
Strategies to maximise contributions

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.

Register Me
Register Office

Knowledge Shop members, login for your discounted member rate.

Wednesday 26 May & Monday 31 May

12:00pm - 1:15pm AEST
11:30am SA & NT
10:00am WA

1.25 PD hours per webinar
Reference Notes included
Recording access for 3 months

FPA Accreditation pending

What we cover

Webinar 1: Contributions & the impact of recent changes

Wednesday, 26 May 2021

  • Implementing the 1 July changes to the Concessional Contribution cap - the essential actions you need to take
  • The work test changes and when the work test exemption applies
  • Changes to non-concessional contribution caps
  • The impact of Transfer Balance Cap indexation on non-concessional contribution caps
  • The impact of TBC indexation on other caps – the caps that have changed and the caps that remain the same
  • How a member's total superannuation balance (TSB) impacts their cap
  • How to determine a member's TSB at 30 June (and why it's not always as simple as using their balance at 30 June)
  • Thorough review of the bring forward rules and how they apply when the non concessional contribution cap changes

Webinar 2: Contribution strategy deployment

Monday, 31 May 2021

  • 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
  • In-specie contributions – what assets can the fund accept and when is the contribution made
  • Eligibility to make a 'Downsizer' contribution
  • Effective use of unallocated contribution reserve and how to not attract the ATO's attention
  • Timing of contributions made under the CGT cap and the common errors made

Our presenter

Natalie Scott R

With Natalie Scott
Superannuation Adviser,
Knowledge Shop

Linkedin logo

 

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.

Investment

Wednesday 26 May & Monday 31 May 2021
12:00pm - 1:15pm AEST, 11:30am SA & NT, 10:00am WA

Member

Reference notes and recording access for 3 months

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

Non-Member

Reference notes and recording access for 3 months

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

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.