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2017 SA Super Day

Published on 05 May 2017 | Took place at Adelaide Convention Centre, Adelaide, SA

This event started with an update on the superannuation changes and then moved into workshops that looked at the upcoming changes from a practical perspective together with the impact that the changes to licencing will have on us as advisors.

Get a 20% discount when you buy all the items from this event.

Individual sessions

The future of super advice - Licencing

Author(s):  Catherine Evans

This paper covers:

  • tips and traps for accountants providing SMSF advice
  • the general rule
  • what is financial advice?
  • the key exceptions
  • execution only services
  • broad asset allocation
  • traditional accounting services
  • taxation advice.
Materials from this session:

Contributions workshop – Case study and answer guide

Author(s):  Jemma SANDERSON

This paper covers a case study on contributions.

Materials from this session:

Pensions workshop

Author(s):  Nicole SANTINON,  Leo Efthivoulou

This presentation covers:

  • what is a pension?
  • transfer balance cap measures
  • case study.
Materials from this session:

Super update

Author(s):  Kerri Reynolds

This presentation covers:

  • concessional contributions
  • non-concessional contributions
  • transfer balance cap
  • guidance
  • transitional issues
  • CGT relief.
Materials from this session: