Super 1: Catching up on concessional contributions

This session will cover how the carry-forward concessional contribution rules can allow clients to make concessional contributions in excess of the standard concessional cap by utilising any unused amounts of concessional cap from prior years. We’ll provide a recap of how the rules work and then focus on the eligibility requirements, the different strategies available, practical advice issues that must be considered and the most asked questions we receive from members on this measure. 

More information:

   Thursday 23 September                  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
23/09/2021 12:30 PM - 23/09/2021 1:30 PM
Where
Online, Australia

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