Small Business CGT Concessions and Super | Accurium

We are excited to announce that our guest speaker for this webinar is Darren Wynen from Insyt.  Darren is a tax and superannuation specialist, author, trainer and consultant.  Join Darren and Accurium's General Manager, Doug McBirnie to gain some practical tips on Small Business CGT Concessions and Super.

Practical tips and latest developments

The benefits of qualifying for the small business CGT concessions are significant. Besides the tax savings, the concessions provide a great opportunity to boost superannuation through the CGT cap. However, the complexity of the concessions and the nuances of the CGT cap mean that practitioners need to tread carefully when applying the concessions.

In this session, Darren will cover the following issues:

  • Recent private binding rules suggest that in specie contributions to super under the CGT cap may be acceptable in some circumstances – learn why.
  • More rules must now be met before applying the concessions to the sale of shares and units ­– what are the implications for structuring?
  • Planning ahead – what issues should practitioners be addressing for clients annually to maximise the opportunities to apply the concessions?
  • What are the most common questions asked by practitioners regarding the concessions and the CGT cap?

Small Business CGT Concessions and Super - The Guide

Darren Wynen has just finished writing a new 160 page publication on the 'Small Business CGT Concessions and Superannuation' which covers more detail surrounding this webinar including understanding the conditions to access the concessions, CGT strategies, the ATO’s views and common practitioner questions.

It is a great resource to have in the office so if you would like to purchase the book or want to find out more information please click here.


This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.