Webinar – SMSF Contributions Strategies – Great opportunities await those that get them right!

1 July 2022 opened up the opportunities for many more superannuation fund members to make contributions to their fund and 1 July 2023 provided even more opportunity via the indexation of the transfer balance cap. Whilst the rules for accepting contributions are less onerous for SMSF trustees, there are now fewer protective measures against making mistakes and some of those mistakes can come at a cost

In this upcoming webinar Tim Miller from Smarter SMSF will look into the various contribution strategies available and highlight some of the consequences of getting the contributions rules wrong as well as consider some of the lesser appreciated rules about making contributions.

Some of the items that will be discussed include:

Work test changes create potential for more excess NCC
Eligibility for various contribution strategies
Which contributions require an election and when do they need to be made.
How to deal with excess contributions.

The webinar will provide a useful one stop spot for many of your contribution regulatory requirements and Tim will use a range of examples throughout the session to illustrate each of the above topics further.

Leaning Outcomes:

At the end of this webinar, participants will have an appreciation for:

Understand and analyse the impacts and outcomes of the revised contribution rules
dentify and evaluate the pitfalls of different contribution strategies
Analyse how those pitfalls will impact your client’s contribution opportunities and
Understand and explain the regulatory and compliance issues that can arise including
- the reduced opportunities to directly refund erroneous contributions
- The different outcomes associated with excess contributions
- the different notice election requirements that apply

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Presenter: Tim Miller

Cost: Free

Date: Wednesday 20th September

Time: 12:30 pm – 1:30 AEST

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Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.