SMSF Association Technical Day 2020

Date

29 Jul 2020

  • 08:30am - 05:00pm

Description

This year’s Technical Day will outline how you can ensure the best interests of your clients as you guide them through the current economic challenges and beyond. Don't miss Meg Heffron's and Lyn Formica's case study on contribution strategies for the ages.

Details

During this challenging period there is an increased importance on providing timely SMSF strategic advice and opportunities for your clients.

This year’s Technical Day, held entirely online, will outline how you can ensure the best interests of your clients as you guide them through the current economic challenges and beyond.

In a series of interactive and comprehensive technical sessions, you’ll be introduced to complex theories and strategies covering ethics, pensions, contributions, death and much more.

Heffron Case Study: Contribution strategies for the ages

Like everything else, contribution rules are changing at the moment. What new opportunities do they create and how to we need to adapt old strategies to suit? Meg & Lyn will work through several case studies to really explore what’s possible and what’s not post 1 July 2020.

By attending this session, you will be able to:

  • Understand how the rules in relation to age and work tests, bringing forward non-concessional contribution caps and the indexation of key thresholds intersect post 1 July 2020.
  • Deal with excess contributions – the options available, strategies to consider and rules to follow.
  • Understand key timelines and requirements around s290-170 notices.

Time

1:55pm - 3:25pm - Session 5B

Accreditation

1.5 CPD hours


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