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Contribution Strategies

Published on 06 May 2014 | Took place at Online, WA

In light of the changes to the excess contribution rules, an additional contribution tax applying to some taxpayers, as well as guidance from the ATO, there are numerous strategies that advisers need to be aware of with respect to contributions for their clients. This event considered:

  • the opportunities (and risks) available under the excess contribution provisions
  • planning strategies with respect to Division 293 tax
  • contribution reserving and the implementation of strategies
  • returning excess contributions and the opportunities available.

Individual sessions

Contribution strategies

Author(s):  Jemma SANDERSON

This presentation covers:

  • contribution reserving in practice
  • strategies under the new concessional contribution provisions
  • the benefits of timing
  • other contribution strategies.
Materials from this session: