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Targeting Super Concessions:
The $3 Million Question

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A special in-depth review of the practical function, outcomes and options of Div 296

Accurium
TaxBanter

A Live Instructor Led Webinar

 

The Senate has not recommended any changes to the Division 296, $3m super tax. In preparation, we're hosting a special 3 hour workshop in conjunction with TaxBanter and Accurium to ensure you and your team are ready.

The Targeting Super Concessions: The $3 Million Question Workshop is an in-depth exploration of the practical issues advisers and clients will face. Deliver informed guidance to help your clients make informed decisions.

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AU $385
Per individual

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3 CPD Hours

Details

Recorded: 18 June 2024

SMSF Association accredited for 3 CPD hours

  • 3.0 Tax (financial) advice

This webinar is presented by our partners at Accurium & TaxBanter.

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.

What we cover

Case study driven, the workshop will take a practical approach to illustrate the application of Div 296, the amount of tax assessed, and the options for clients.

  • The operation of the tax
  • Who it (really) impacts
  • The actions to consider prior to commencement
  • Analyse and evaluate alternate structures for holding retirement investment capital

What's included?

  • 1 x 3 hour (est.) workshop
  • 3 month access to Q&A embedded webinar recording
  • Slides and case studies

Our presenters

Senior Tax Trainer, TaxBanter

Tiffany Douglas

Tiffany DouglasTiffany has over 25 years experience in the tax profession undertaking roles within accounting firms (including the Big 4), corporates (including multinationals) and tax education/advocacy. Over this time, she has managed client portfolios, in-house tax functions and has also worked as both a tax technical writer and workshop/seminar presenter.

Tiffany’s outside interests include travelling, reading and keeping fit.

Senior SMSF Educator, Accurium

Anthony Cullen

Anthony CullenAnthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry.

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.