Strategies to Maximise Superannuation Contributions
How to efficiently manage and maximise client contributions
Recorded 29 & 31 July 2020
FPA accreditation: 22908 Total CPD hours: 2.75
1.00 Regulatory compliance & consumer protection
1.75 Technical competence
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.
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.
Webinar 1: 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
Webinar 2: 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
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
Superannuation Adviser, Knowledge Shop
Register
Individuals
$330 Member $400 Non-member
Office
$595 Member* $665 Non-member*
*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.
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Your recording and any successive recordings you purchase will display on your personal profile.
For Offices (access for up to 10 individuals from the same firm):
Registerand we will contact you to organise login details for your nominated staff members (generally within 24 - 48 hours).
You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant.
Terms & Conditions All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for webinar recordings once the Knowledge Shop IQ platform has been accessed. Refunds are only possible if the webinar recording has not been accessed.
