Super 3: Bring it forward - the NCC opportunity

The ability to bring forward non-concessional contributions (NCC) has been around for some time now. However, with the increase to the NCC cap and the ability for clients under age 67 to trigger the NCC cap bring-forward rules, more opportunities exist for clients to make NCCs now and later in life. This session will cover how the bring forward rules work, the eligibility requirements and the strategy opportunities that exist for clients in 2021-22 and beyond.  

More information:

   Thursday 7 October                    Natasha Panagis     Slides  
   12:30-1:30pm Melbourne time       Live webinar    Recording 
   1 CPD point      $99 (members) | $132 (standard)        Notes

 

Presented by Natasha Panagis


Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, Natasha has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia’s financial services industry.

When
7/10/2021 12:30 PM - 7/10/2021 1:30 PM
Where
Online, Australia

Login with your email address