Bendigo – Maximising contributions to super using small business CGT cap

Bringing together professionals in the SMSF community.

With the contributions landscape being turned on its head from 1 July 2017, the CGT cap presents an ideal opportunity for clients to boost their superannuation savings. However, a combination of the complexity of the conditions to access the concessions and the one-off nature of selling a business means that it is often difficult to clearly identify and assess opportunities to boosting superannuation using the CGT cap.

Join Peter Hogan, Head of Education and Technical at the SMSF Association for this case study-based workshop 1-5 hour session. This is an opportunity to ask those difficult questions and debate the issues with your peers.

Details

Date:
4 Apr 2019
6:00 pm AEDT - 7:30 pm AEDT
Knowledge Area:
New Funds, Contributions, Winding Up, Taxation
Venue:
The Foundry Hotel
2 Old High Street
Bendigo, VIC 3555

Speakers:

Peter Hogan SSA

Peter Hogan is the SMSF Association’s Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.