30 June checklist for SMSFs – planning around the unknown

All dates are unique but this 30 June 2021 is unique for so many reasons beyond the calendar reference!  This 30 June represents a transition from the known to the unknown, or more appropriately the uncertain.  This uncertainty is largely based on a number of Federal Budget announcements that make 2021/22 a potential holding pattern for SMSFs but also because we had great expectations for 2021 that were never completely delivered upon.

This webinar will look at the unique set of circumstances created by contribution cap and transfer balance cap indexation, the timing of changes to the bring-forward contributions rules, the late announcement of reduced minimum pensions as well as the impact the Federal Budget announcements have on strategic planning for SMSFs.  We will also consider the impact that the removal of other COVID-19 relief measures will have on funds in 2021/22 and beyond.  Being prepared for 30 June 2021 is one thing, being prepared for what lies beyond that date is another. 

Learning Outcomes:

At the end of this webinar attendees will:

  • Contemplate whether Budget announcements can cloud better judgement
  • Be able to identify various contribution and pension strategies for consideration
  • Distinguish between bring-forward, carry-forward and deferred allocation with reference to contributions
  • Have the tools to communicate with their clients beyond 30 June

 

Disclaimer: By registering, you consent to receiving communications regarding SuperGuardian’s services, including education, newsletter and general marketing communications.

Presenter: Tim Miller

Cost: FREE

Date: 22 June 2021

Date: 12:30 PM – 01:30 PM AEST

Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.

SMSF016-Educator_RGB-no-BG-1024x341

Tim Miller

Education Manager

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.

 

Site tracking connects your marketing and sales process to your website activity by tracking the webpage visits made by contacts in “real-time”. Provides deeper visitor details when using conversations.