- Presentations, Technical Resource
- Contributions
Technical Summit 2023
With the contribution rules relaxed new opportunities are available for members to supercharge their retirement savings provided they understand the rules to avoid costly mistakes. This is an opportunity to revisit old age strategies to determine if they still work plus be able to identify new strategies that have emerged from the changes. This workshop will also address how the $3m cap has the potential to impact on these strategies in the future.
Through the use of case studies, some of the key contribution strategies that will be explored include:
- The recontribution strategy and whether it always works and whether Part IVA could apply
- Spouse equalisation strategies as well as downsizer contributions and how they interact with other contribution caps and Total Super Balance
- How to maximise concessional contributions and non-concessional contributions
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association