The contribution strategy landscape in 2020

National Conference 2020

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?

At the end of the session, you will be able to:

  • Understand how to identify and implement strategies to make the most of catch up concessional contributions;
  • Identify and implement strategies to make the most of work test exempt contributions, and;
  • Manage the rules generally where contribution caps depend on Total Super Balance.

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