Maximising super contributions – Post tax opportunities

We have taken the contribution questions we are most often asked and wrapped these into this comprehensive and practical webinar series.

We will flag the problem areas where practitioners are missing opportunities.

This webinar has completed.

Are you maximising contribution opportunities for your clients and their families?

In this session we will outline the superannuation contribution acceptance rules and discuss the different ways in which contributions can be made to superannuation. This will include the rules that need to be considered when contributing an asset(s).

Total Superannuation Balance (TSB) can impact the ability to make super contributions. We will cover how TSB is calculated, how it impacts contributions and look at the contribution opportunities that have arisen due to indexation since the superannution reforms in 2017.

We will work through practical examples to highlight the superannuation contribution opportunities that will not only enhance your client's lifestyle in retirement but also improve the tax outcomes for the next generation.

Date & Details

Wednesday, 12 March 2025

Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA

What we cover

On completion, participants will be able to:

Understand when a contribution can be accepted by a super fund
Assist clients to maximise contributions to super before they reach age 75
Understand how to calculate total super balance and how it impacts the contribution rules
Understand the non concessional caps and determine which clients may be eligible to contribute up to 3 years cap at one time using the bring forward
Enhance the estate planning outcome for certain superannuation clients

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.