Presented by Shirley Schaefer.
Keep up to date with the current superannuation changes.
The
introduction of the new superannuation rules in November 2016 cause a
‘moving’ of the goal posts as far as contributions, pensions and tax
exemptions for superannuation funds and SMSFs. One of the changes was
some capital gains tax relief (or ability to reset asset cost bases) on
or before 30 June 2017. This session will take you through when the
CGT relief measures apply (what conditions must be met) and the
practical ways to apply the relief. The session will include worked
examples and case studies to assist in your understanding.
Topics Covered:
1. Transitional CGT relief rules
2. Eligibility for the CGT relief
3. Recordkeeping requirements
4. Strategies to maximise the value of the CGT relief
Recorded on Monday, 22 May 2017.
1.5 CPD Hours