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Superannuation Series - Session 2: Contributions Workshop

Wednesday, 22 April 2020 - 1:00 PM to
Wednesday, 22 April 2020 - 2:30 PM
     

Registration Time:

Member Price: $100.00

Non Member Price: $120.00

CPD hours:1.50

Part 2: Contributions workshop

Since 1 July 2017, it has become even more difficult to build up superannuation benefits for retirement. There are many elements we must now navigate to provide advice to our clients in this area. This session will identify the issues, strategies and opportunities to contribute to superannuation, as well as provide practical considerations for our clients, with the aim to optimise their overall benefits by retirement, including:

  • What’s new – work test, extension of bring forward provisions to age 66, downsizer contributions
  • Total superannuation balance considerations
  • Dealing with the practicalities of an excess
  • Division 293 tax processes and procedures
  • Strategies and opportunities – spouse equalisation, contribution splitting, withdrawal and re-contribution strategies.

Presenter: Craig Day, Colonial First State

Craig Day is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to the Commonwealth Bank of Australia’s investment, superannuation and advice businesses and to act as a media spokesman for Colonial First State on superannuation and retirement planning issues.

Special Offer

Register for the entire 10-part 2020 National Superannuation Webinar Series and save $205.