Webinar – Does indexation impact your SMSF clients?

There are three key indexation factors that impact the SMSF industry and combined they have an effect on contribution strategies and opportunities, pension planning as well as LRBA management so it’s fair to suggest that understanding their impact is a critical element to  managing your SMSF clients.

In this webinar, Tim Miller from Smarter SMSF will take a look at why we pay such close attention to the consumer price index (CPI), average weekly ordinary times earnings (AWOTE) and the Reserve Bank Indicator lending rates and the impact they have on various superannuation thresholds.  2024 is a significant year as we see age pension age max out at 67, preservation age max out at 60 and some thresholds change whilst others remain the same.  The session will consider the impact of all these changes. 

Learning Outcomes
At the end of this webinar, participants will have an appreciation for:
·  how CPI impacts certain thresholds and what that means for 2024/25
·  how AWOTE impacts certain thresholds and what that means for 2024/25
·  how the Reserve Bank Indicator lending rates influence the SMSF decision making process
·  the significance of changes to preservation age and age pension age

Presenter: Tim Miller

Cost: Free

Date: Tuesday 19th March 

Time: 12:30 pm – 1:30pm AEDT

Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 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, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.