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.
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.
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.
*The office rate applies per office location (maximum temporarily increased to 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.