NC2020 – P3 – The contribution strategy landscape in 2020

This recording was presented at the SMSF Association National Conference 2020 on the Gold Coast by Meg Heffron, Managing Director, Heffron.

OVERVIEW

2019/20 sees the beginning of a number of new contribution rules – catch up contributions, work test exempt contributions and more. In this session Meg will look at the strategic opportunities these and other contribution rules present. What should accountants and advisers be thinking about to help their clients make the most of their opportunities to contribute to an SMSF?

LEARNING OUTCOMES

The recording will provide participants with knowledge and understanding to be able:

• How to identify and implement strategies to make the most of catch up concessional contributions
• How to identify and implement strategies to make the most of work test exempt contributions
• Managing the rules generally where contribution caps depend on Total Super Balance

Details

Knowledge Area:
Contributions, Managing Investment, Taxation
CPD Hours:
1

Speakers:

Meg Heffron FSSA