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Contributions – new caps, tips and traps paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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Published on 07 Oct 21 by NATIONAL DIVISION, THE TAX INSTITUTE

Keeping up with the superannuation contribution rules is a full time job with changes occurring every year since super reform took hold at 1 July 2017. 1 July 2021 is no different with this years biggest ticket item being the increase in the contribution caps and the general transfer balance cap. With an increase comes opportunity but there are plenty of traps to be mindful of.

This paper covers a review some of the key contribution issues including what the change to the caps means.

Author profile

Tim Miller
Tim is the Education Manager at SuperGuardian and is one of Australia’s leading SMSF educators and presenters with over 23 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 regular presenter on the SMSF circuit. Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and has authored of one of the original subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, this subject was also adopted as part of the Chartered Accountants Australia and New Zealand ANZ SMSF specialist program. Tim is an SMSF Association Specialist Adviser. - Current at 16 September 2021
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This was presented at 2021 National Superannuation Conference .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Emerging developments for large funds

Author(s):  Marco FELTRIN

Materials from this session:

Snapshot of changes affecting the SMSF industry

Author(s):  Liz Westover

Materials from this session:

ATO presentation – issues for large funds

Author(s):  Nadia Alfonsi,  Andrew Grace,  Blake Sly

Materials from this session:

SMSFs – focusing on tax

Author(s):  Julie Dolan

Materials from this session:

Tax governance – consultation and third party data

Author(s):  Abbey Pearce,  Kara Singleton,  Duncan Lyon

Materials from this session:

Contributions – new caps, tips and traps

Author(s):  Tim Miller

Materials from this session:

Key focus areas on the ATO’s SMSF regulatory agenda

Author(s):  Kellie Grant

Materials from this session:

Trends in court decisions affecting the Superannuation industry

Author(s):  Suzanne MACKENZIE

Materials from this session:

Are superannuation taxes and Age Pension benefits sustainable?

Author(s):  Michael Rice

Materials from this session:

Further details about this event:

 

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