There are three key indexation factors that impact the SMSF industry and combined they have an effect on contribution strategies and opportunities, pension planning as well as LRBA management so it’s fair to suggest that understanding their impact is a critical element to managing your SMSF clients.
In this webinar, Tim Miller from Smarter SMSF will take a look at why we pay such close attention to the consumer price index (CPI), average weekly ordinary times earnings (AWOTE) and the Reserve Bank Indicator lending rates and the impact they have on various superannuation thresholds. 2024 is a significant year as we see age pension age max out at 67, preservation age max out at 60 and some thresholds change whilst others remain the same. The session will consider the impact of all these changes.
Presenter: Tim Miller
Cost: Free
Date: Tuesday 19th March
Time: 12:30 pm – 1:30pm AEDT
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.
AFSL 485643
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