Unlock the full potential of tax effective contributions

From the work test and work test exemption, to catch-up contributions, contribution reserving, and Div 293 tax, this webinar gives you practical tools to deliver exceptional value to your clients.

Unlock advanced strategies to navigate concessional contributions with confidence! 

Go beyond the basics and deliver advanced strategies for your clients 

Concessional contributions are more than just superannuation guarantee and personal deductible contributions—they’re a powerful tool for strategic planning in SMSFs. This exclusive webinar dives deep into the nuances of concessional contributions, equipping you with the knowledge and practical strategies to better serve your clients.

What you will gain from this session:

  • Master the fundamentals: Understand what constitutes a concessional contribution, when it’s deemed to be made, and why this matters for compliance and reporting.
  • Navigate the work test rules with confidence: Despite the changes from 1 July 2022, the work test hasn’t disappeared entirely. Learn when it still applies and when an exemption may apply, and the practical implications for your clients.
  • Leverage catch-up contributions: Help your clients make the most of unused concessional contribution to maximise their tax and retirement savings opportunities.
  • Demystify contribution reserving: Discover how to implement and record contribution reserving strategies effectively while navigating cap limits and ATO compliance.
  • Tackle Div 293 tax for high-income earners: Ensure you’re prepared to manage the complexities of Div 293 tax with clarity and precision.

 

 This is your opportunity to gain valuable insights and take your SMSF expertise to the next level. Don’t miss out on this essential session for accountants who want to stay ahead in the ever-evolving world of superannuation.

 

Date & Details

Wednesday, 19 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:
  • Maximise deductions using concessional contributions, including access to unused amounts
  • Effectively use the unallocated contribution reserve strategy
  • Understand when the work test exemption will apply
  • Understanding the impact of Division 293 tax for high earners

Anthony Cullen

Senior SMSF Educator, Accurium

Anthony 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.

Webinar

Unlock the full potential of tax effective contributions

19 March 2025 - 19 March 2025

Webinar

$160.00 + GST