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Downsizer Contributions – Eligibility requirements

Recorded live 29 Oct 2025
Superannuation

$160.00 +GST

Audience

This training is recommended for all practitioners working with SMSFs.

Audience

Learning outcomes

On completion, participants will be able to: 

  • When a member is eligible to make a Downsizer contribution 
  • How the 10 Year ownership is measured 
  • Understanding the interaction between CGT main residence and eligibility requirements for Downsizer contributions 
  • Determine the amount the member can contribution under Downsizer contributions and timing requirements
Learning outcomes

Relevancy

This webinar was presented live 29/10/2025.

Relevancy

CPD hours

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

  • Technical competence: 0.75 CPD hours
  • Tax (financial) advice: 0.25 CPD hours
  • General: 0.25 CPD hours
CPD hours

The Downsizer Contribution rules offer a powerful opportunity for eligible clients to boost their superannuation, but the eligibility criteria are more complex (and time-sensitive) than they seem. 

In this must-attend webinar, SMSF expert Anthony Cullen will break down the real-world application of the rules so you can confidently identify which clients qualify, how much they can contribute, and the key timing traps that could derail their strategy. 

We will use examples and case studies to demonstrate the application of the rules including: 

  • How the timing of the sale and settlement of a home can affect eligibility.  
    • At what time is the age of the contributor important?  
  • Splitting proceeds from the sale of the home between spouses.  
    • Do proceeds have to be allocated in the same portion as ownership?  
  • How the 10-year ownership period is measured.  
    • What if a home is compulsory acquired?  
  • Interaction of CGT main residence exemption.  
    • How much of the proceeds can be used if only partial CGT exemption applies?  

 

This session is your shortcut to understanding one of the most underutilised and misunderstood contribution strategies in superannuation. 

Registration includes:

  • 1.25 hour on-demand event
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to [Q&A embedded] webinar recording / Recording and materials available to access for 3 months after purchasing the event 
  • Reference guides 
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Presented by

Anthony Cullen
Senior SMSF Educator
Accurium
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Terms and Conditions
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