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Super Contributions 2024
Web Series

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

FY 25 Indexation: maximising outcomes for clients
Optimising the estate planning outcomes for retiree clients
TSB and proactive planning to take advantage of future opportunities

A Live Instructor Led Web Series

We’ve taken the contribution questions we are most often asked– from constant rule changes, working with contribution caps, utilising concessions, and more – and wrapped these into this comprehensive practical web series. Plus, we’ll flag the problem areas where practitioners are missing opportunities.

The Super Contributions 2024 Web Series will equip you with what you need to know to manage superannuation contributions and plan ahead to take advantage of opportunities for your clients and their families.

This 2-part webinar series is an in-depth exploration of the rules impacting superannuation contributions and the factors that impact the ability to contribute. Then, we'll provide the strategies to help your clients maximise contributions and minimise tax based on their personal circumstances.

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AU $330 members
AU $395 non-members

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AU $870 members
AU $985 non-members

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Total 2.5 CPD Hours

Details

Recorded: 20 & 27 March 2024

SMSF Association accredited for a total of 2.5 CPD hours

  • 1.25 Regulatory compliance and consumer protection
  • 0.75 Technical competence
  • 0.5 Tax (financial) advice

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.

*Office Registrations. Maximum 15 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

What's included?

  • 2 x 1.25 hour (est.) webinars
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
1
1.25 CPD Hours (est.)

Session 1: After tax contributions & the opportunities

March 20, 2024
  • Understanding non concessional contributions and the opportunities for clients including those who may have been previously locked out
  • The impact of a members Total Super Balance (TSB) on their ability to contribute and how this can change over time
  • Eligibility to make a 'Downsizer' contribution
  • Using the contribution rules to minimise tax for beneficiaries upon death.
1
1.25 CPD Hours (est.)

Session 2: Tax effective contributions

March 27, 2024
  • How to maximise deductions using concessional contributions, including access to unused amounts
  • The work test/work test exemption and when it still applies
  • Understanding the impact of Division 293 tax for high earners
  • Effective use of unallocated contribution reserve and how to not attract the ATO's attention
  • Using the Small Business CGT cap and the common errors to avoid
  • In-specie contributions – what assets can the fund accept and when is the contribution made

Our presenter

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason HurstJason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Planning Association (FPA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle and holds the Certified Financial Planner (CFP) designation.