The CGT Small Business Concessions have been a key part of the tax landscape since their introduction in 1999. Designed to help small business owners access additional funds for retirement or reinvestment, these concessions offer significant tax benefits—but they come with complex rules and evolving eligibility criteria. Over the years, legislative changes have added layers of complexity, making it crucial for practitioners to stay up to date. 

In this in-depth 3-hour workshop, we’ll break down the latest rules and strategies to ensure you can confidently apply the concessions for your clients. We will cover who qualifies, how the concessions work, and the key considerations to maximisze their application. 

The session will be delivered in three key parts: 

🔹 Part 1: Understanding the Foundations – A breakdown of the fundamental rules and eligibility criteria for accessing the CGT Small Business Concessions. 

🔹 Part 2: Navigating Complexity – A deep dive into common challenges, tricky scenarios, and strategies to avoid pitfalls. 

🔹 Part 3: The Superannuation Connection – Exploring how these concessions interact with superannuation and the planning opportunities available. 

Speakers: 

• Lee-Ann Hayes, Head of Education (Tax) – Leading Parts 1 & 2 

• Mark Ellem, Head of Education (SMSF) – Presenting Part 3 

Join us for this practical session where we unpack the latest developments and key insights to help you confidently apply the CGT Small Business Concessions. 

Registration to this event includes:

• 3 hour live online event with opportunity to ask questions of the presenter 
• 3 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
• 3 months access to recording and materials after the event