Understanding Contributions Splitting


Information for advice professionals only.

Considering how eligible clients can split certain super contributions with their spouse can be a powerful strategy to boost retirement savings, help with balance equalisation and tax-effectively manage insurance held through super. While contributions splitting isn’t required to be offered by all super funds, where your clients have the choice it can open a number of planning opportunities.

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14 Feb 2024
This case study based session outlines the proposed new tax on superannuation from 1 July 2025 for those with a superannuation balance of more than $3,000,000. The session will cover who will be impacted, the process and formulas required to calculate a Division 296 liability, client impacts and potential strategies.
31 Jan 2024

This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

20 Dec 2023
As we bring the year to a close, this session will crack open the Legislative and Regulatory bon-bon to see what we have received during 2023 and what we can take into 2024.

The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.