Revisiting super contribution strategies

Several key changes to the superannuation contribution rules from 1 July 2022 now provide significant contribution opportunities for many individuals, particularly older Australians who previously could not contribute to superannuation due to their age and work status.

In this session, we look at a number of superannuation contribution strategies and will cover:

  • How the new contribution eligibility rules operate from 1 July 2022
  • The new work test changes and the contribution opportunities available for individuals as they approach age 75
  • Tips and traps to consider where an individual intends on claiming a tax deduction for personal superannuation contributions made from 2022/23 onwards
  • How the downsizer contribution strategy can interact with other contribution strategies to maximise contribution opportunities for those aged 60 to 75
  • How timing is key to ensure individuals can maximise their contribution potential now and in the future
  • Concessional contribution strategies for individuals who want to make up for lost time and top up their superannuation

 

More information:

   Thursday 25 August               Natasha Panagis    Slides  
   12:30-1:30pm AEST      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, she 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
25/08/2022 12:30 PM - 25/08/2022 1:30 PM
Where
Online, Australia

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