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2026 Small Business CGT Concessions Web Series – Part 4

Recorded live 9 Feb 2026
Tax concepts

$131.82 +GST

Audience

This training is recommended for:

  • Accountants working in public practice
  • All practitioners working with tax
Audience

Learning outcomes

On completion, participants will be able to:

  • Know what needs to be considered for extracting funds in the most tax efficient manner
Learning outcomes

Relevancy

This event was presented live 09/02/2026.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 1.25 CPD hours
CPD hours

Session 4: Applying the lifetime CGT cap for super contributions

When clients are able to access the small business 15 year exemption or retirement exemption there might be an opportunity to take advantage of the lifetime CGT cap rules for superannuation contributions. This session explores how these concessions interact with superannuation and the planning opportunities available.

Some clients will be compelled to contribute exempt gains to super while other might choose to on a voluntary basis. Either way, these clients might be able to access the lifetime CGT cap rules and ensure that these contributions do not count towards their normal contribution caps. However, the process needs to be managed very carefully.

Presented by

Mark Ellem
Head of Education (SMSF)
Accurium

This webinar is presented by our partners at Knowledge Shop.

Terms and Conditions
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