Information for advice professionals only.
A lot more than you may thing goes into understanding what makes a contribution to super. In this session we take a journey down the path less travelled when it comes to contributions, allowing you to test your understanding along the way. We will start by clarifying the current and proposed changes to age based conditions, move through to understanding what actions can and do increase the value of a super interest and the nuances of in-specie contributions. Finally we will review the common, yet commonly misunderstood, complications which can arise when claiming a deduction for a personal super contribution.
This session will be CPD accredited.
ASIC Superannuation = 0.5 SMSF = 0.05
FASEA Technical Competence = 1.00
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.
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.