Webinar On Demand - Maximising Superannuation Contributions

1 CPD Point – Substantive Law

It is no secret that Superannuation is one of the best places for your money from a tax perspective. Of course, the Government is well aware of this, and strict limits apply to how much you can contribute to your Super. Unfortunately, with Superannuation being such a hot political issue and constant Government “tinkering”, the rules with regards to super contributions are not always straightforward and SMSF trustees and professional advisers can often lose track of the optimal strategies.

In this webinar, Maximising Superannuation Contributions, Lindzee-Kate Tagliaferri from Cooper Partners Financial Services, takes you through the current rules with respect to Superannuation Contributions and what strategies you can employ to maximise your Superannuation balance.

In the webinar, Lindzee will discuss:

• Concessional contributions;
• Carried Forward provisions;
• Excess concessional contributions and what to do;
• Non-concessional contributions;
• Bring Forward strategies; and
• Other types of contribution maximisation strategies.

This webinar is designed for Self Managed Superannuation Fund trustees, professional advisers and lawyers, as well as anyone looking to maximise their Superannuation balance.

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only uploaded to the Legal Practice Board after the Webinar On Demand is viewed. This is not an interactive activity.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenter: Lindzee-Kate Tagliaferri
Manager, Cooper Partners, Financial Services

Lindzee is an authorised representative under Cooper Partners Financial Services AFSL. She is a CPA with over 10 years of experience in the SMSF space, superannuation being not only her specialty but her passion.