Interactive contribution strategies in an SMSF

SMSF trustees can accept contributions on behalf of fund members through all stages of their lifecycle from pre-adulthood to post retirement.  Knowing what strategies are available to who at what stages is critical and keeping up to date with all the changes can be challenging.

In this webinar, Tim Miller from Smarter SMSF will use his contribution matrix to work through not just the strategies that are available through an SMSF but who the strategies are best suited to and what conditions need to be met to be eligible for the strategies available.  The session will consider the trustee requirements with regards to accepting contributions as well as highlight the consequences when members and trustees get it wrong.
 

Learning Outcomes

At the end of this webinar, participants will have an appreciation for:
 
  • Identifying which strategies are suited for different members
  • Which strategies work well together to maximise member balances
  • The various nomination & lodgement requirements for different contribution strategies
  • The problems that can arise when clients get things wrong

Presenter: Tim Miller

Cost: Free

Date: Tuesday 15th April

Time:12:30pm – 1:30pm AEST

Register Now

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.

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