Unlock the full potential of tax effective contributions

19 Mar 2025 2:00PM – 3:15PM AEDT

Accumulation & contributions

$160.00 +GST

Go beyond the basics and deliver advanced strategies for your clients

Concessional contributions are more than just superannuation guarantee and personal deductible contributions—they’re a powerful tool for strategic planning in SMSFs. This exclusive webinar dives deep into the nuances of concessional contributions, equipping you with the knowledge and practical strategies to better serve your clients.

What you will gain from this session:

Master the fundamentals: Understand what constitutes a concessional contribution, when it’s deemed to be made, and why this matters for compliance and reporting.
Navigate the work test rules with confidence: Despite the changes from 1 July 2022, the work test hasn’t disappeared entirely. Learn when it still applies and when an exemption may apply, and the practical implications for your clients.
Leverage catch-up contributions: Help your clients make the most of unused concessional contribution to maximise their tax and retirement savings opportunities.
Demystify contribution reserving: Discover how to implement and record contribution reserving strategies effectively while navigating cap limits and ATO compliance.
Tackle Div 293 tax for high-income earners: Ensure you’re prepared to manage the complexities of Div 293 tax with clarity and precision.

This is your opportunity to gain valuable insights and take your SMSF expertise to the next level. Don’t miss out on this essential session for accountants who want to stay ahead in the ever-evolving world of superannuation.

Registration includes:

1.25 hour live online event with opportunity to ask questions of the presenter
1.25 accredited CPD hours from the SMSF Association
Recording and materials available to access for 3 months after the event
Reference guides and slides

Presented by

Anthony Cullen

Senior SMSF Educator

Accurium

Terms and Conditions

Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.