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Superannuation Series

In this series, SMSF expert Jemma Sanderson will navigate you through the latest with respect to the new (and not so new) superannuation provisions and how they now apply to your clients, considering the strategies available, traps to be aware of and how to get the best out of superannuation and SMSFs for your clients and your practice.

This series will broaden your knowledge, and help you:

  • Gain an in-depth understanding of superannuation and the tax implications
  • Be guided through case studies illustrating how the system works in practice
  • Explore the opportunities, strategies and pitfalls you should be aware of when advising your clients.

 Specifically designed for:

  • Practitioners who want to build on their basic understanding of superannuation and take their knowledge to a more advanced level.
  • Practitioners looking for a practical refresher in this area.
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Purchase the 4 videos bundle and
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$460.00 - Member
$575 (20% discount)

$620.00 - Non-member
$775(20% discount)

Four videos on USB – Online exclusive (6 CPD hours) – SAVE 20%

Presentations

5 minute preview

Contributions – Planning, considerations, and what happens if there is an excess?

Presented by Jemma SANDERSON

This video was recorded on 3rd July 2018. It covers:

 

  • The new downsizer contribution provisions;
  • Tips and traps to be wary when considering triggering the bring forward NCC cap;
  • How the transitional NCC cap operates in a Total Superannuation Balance environment
  • Maximising contribution strategies;
  • Assessing TSB – what is and isn’t included?

5 minute preview

Investments in Superannuation – Do we have to change our mind-set to be Fair and Sustainable?

Presented by Jemma SANDERSON

This video was recorded on 5th July 2018. It covers:

  • The latest on LRBAs
  • Investment decisions
  • The impact of the proposal to increase the number of members to six;
  • Property in superannuation
  • Other areas of increased audit activity by the ATO.

5 minute preview

Pensions under the new regime – Considerations, strategies and practicalities

This video was recorded on 10th July 2018. It covers:

  • Transfer Balance Account Reporting
  • Optimising the TBC
  • Market linked pensions
  • Transition to Retirement pensions – still worthwhile, or old news?

5 minute preview

Session 4: Estate Planning Considerations in a new world

This video was recorded on 12th July 2018. It covers:

  • the implications for estate planning for your clients under the new rules,
  • the areas where you can add value
  • ensure your client’s intentions with respect to their superannuation is satisfied upon their passing.

Get all 4 videos from $460 and save 20%