Traversing the contribution landscape

Having contemplated the issues associated with indexation, we now turn our attention to what the current contribution landscape looks like for SMSF members. Importantly we will consider how all the rule changes introduced since 2017 redefine the traditional superannuation lifecycle and how we adapt to hybrid funds and hybrid members. Whether it is downsizer, CGT small business, structured settlement, foreign transfers, work test exemptions, recontributions or reserve allocations, there are now strategies for all ages and all fund sizes. Of course it’s pretty important to understand who the rules relate to and what are the ramifications of doing the wrong thing.

This webinar will consider the interaction between a members age, their superannuation balance, their work status and the various non-standard ways a contribution can be made to a superannuation fund, as well as dealing with rogue contributions.

Learning Outcomes:

At the end of this webinar, participants will understand:

The impact total superannuation balance has on various contribution strategies
How contributions can result in non-arm’s length income applying to an SMSF
That foreign transfers and reserves can create major contribution headaches
65 is bigger and better than before

This session will be issued with CPD hours for:

the SMSF Association
FASEA
Tax Practitioner’s Board (TPB); and
The major accounting bodies.

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Presenter: Tim Miller

Date: 24 November 2020

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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.

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.