Self-Managed Superannuation Funds Update – Current State of Play
Start time 22 Apr 2021 1:00pm (Australia - Melbourne)
End time 22 Apr 2021 2:00pm (Australia - Melbourne)
Location Live Stream Only
Speaker Philipa Briglia, Senior Associate, Sladen Legal
Catering Not included
Designed for Legal practitioners
Product Code S21134
CPD Points:

Substantive Law: 1.0
$116.00
(includes GST)

Self-Managed Superannuation Funds Update – Current State of Play

1.0
22 Apr 2021 1:00pm - 22 Apr 2021 2:00pm (Australia - Melbourne)
Live Stream Only

April CPD Sale 20% Off Price – $116 (RRP $145) - Sale ends 30 April 2021

This seminar will bring you up to date with those superannuation concepts such as the 'general' and 'personal' transfer balance cap, 'transfer balance accounts', 'total superannuation balance', 'excess transfer balance earnings' and 'retirement phase pensions' and also detail:

  • Event Based Reporting Obligations for the transfer balance cap using TBAR;
  • CGT relief options;
  • Recent succession planning changes;
  • Strategies to consider for clients;
  • Concessional and non-concessional contributions caps;
  • The 'bring forward rule';
  • Transition to Retirement Income Streams (TRIS's);
  • Division 293 tax on high income earners;
  • Other miscellaneous changes including impact of COVID-19

Attend this session to ensure you have a sound understanding of the current state of play and the potential further changes.

Presented by: Philipa Briglia, Senior Associate, Sladen Legal