Tips and traps of contributing to superannuation | Accurium

Tips and traps of contributing to superannuation

This webinar will take you through what you need to know on rules relating to superannuation contributions and consider some of the common tips and traps which practitioners often value.

  1. Does my client need to meet the super work test?
  2. How does a client’s total super balance affect their ability to contribute?
  3. Can my client use the bring-forward rules and make up to $300,000 non-concessional contribution in one hit?

While the 1 July 2017 superannuation changes have now been in place for over 2 ½ years, rules relating to contributing to super continue to raise many questions from practitioners. Further legislative changes since 1 July 2017 require our attention in ensuring that we are aware and consider these changes when providing advice to clients.  

Key learning outcomes:

  • Understand the superannuation contribution rules, including when the work test applies
  • Articulate the restrictions of total super balance and ability to make non-concessional contributions
  • Understand rules relating to catch up concessional contributions and articulate suitability based on various scenarios
  • Explain rules relating to downsizer contributions

Disclaimer

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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.