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Maximising contributions, strategies to help you help your clients paper

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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.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Mar 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • work test exemption
  • downsizer contributions.

 

Author profile

Craig Day
Craig Day is the Head of Technical Services for Colonial First State and has over 25 years experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 23 January 2026
Click here to expand/collapse more articles by Craig DAY.

 

This was presented at 16th Annual Superannuation Intensive .

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Superannuation and estate planning

Author(s):  David BARRETT

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Maximising contributions, strategies to help you help your clients

Author(s):  Craig DAY

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Pensions & SMSFs

Author(s):  Colin LEWIS

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ATO update - SMSF regulation emerging issues

Author(s):  Dana FLEMING

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When arm's length super is gnarly, nali or nale

Author(s):  Peter BOBBIN

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