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Session 1: Contributions – Planning, considerations, and what happens if there is an excess? video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 03 Jul 18 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Abstract:
This video is the recorded 3 July 2018 webinar from the superannuation series. It covers:

  • the operation of the new downsizer contribution provisions and the opportunities available
  • 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 – 2018/2019 is the last year that a transitional NCC may apply
  • maximising contribution strategies
  • assessing TSB – what is and isn’t included?

Purchase individual materials from this session:

Superannuation webinar series 2018 bundle
Author(s):  Jemma SANDERSON

Author profile

Jemma Sanderson CTA
Jemma Sanderson, CTA is a Director at Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups. Jemma is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia. Jemma is the author of the popular SMSF Guide published by The Tax Institute, currently in its 9th edition, and is the author and convener of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year for the second year running at the 2018 National Women in Finance awards, and SMSF Adviser of the year at the 2018 WA SMSF and Accounting Awards.Jemma was the recipient of the Chairman’s Award at the 2018 SMSF Association National Convention for her contribution to the industry. - Current at 05 April 2019
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