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Super Contributions 2024 Web Series Session 2

Recorded 27 March 2024. Tax effective contributions

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

Recorded 27 March 2024

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.

Total 1.25 CPD Hours

Session 2: Tax effective contributions

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

Jason Hurst

Technical Superannuation Adviser

Jason 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 Advice Association Australia (FAAA) as a subject matter expert for the CFP Capstone certification and a technical student mentor to those undertaking the CFP courses.

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