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Superannuation contributions – latest strategies and tips presentation

Member Price: Free
Non Member Price: $15.00

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 30 Mar 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers in detail and via practical application the latest contribution rules and strategies. There have been and will be a number of further developments from 1 July 2022. These developments are not without its complexities, so getting on top of these contributions changes will be crucial for timely application to your client’s needs.

Author profile

Julie Dolan
Julie Dolan is the National Head of Superannuation and Estate Planning as well as the Sector Lead ‘Asset & Wealth Management – Financial Services’ for KPMG Enterprise. She is well recognised in the industry as a regular author & presenter as well as being involved in a number of technical committees. Julie has decades of experience in advising clients and industry in the areas of superannuation structuring and advice, taxation, succession and estate planning. When it comes to superannuation, her clients range from large APRA funds right through to SMSF’s. - Current at 08 November 2023

 

This was presented at Superannuation Intensive .

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Individual sessions

Keeping up with the ever-evolving SMSF industry

Author(s):  Tim Miller

Materials from this session:

Superannuation contributions – latest strategies and tips

Author(s):  Julie Dolan

Materials from this session:

The most taxing issues in super

Author(s):  Liz Westover

Materials from this session:

SMSF regulator update – what you need to know for 2022

Author(s):  Justin MICALE

Materials from this session:

SMSFs and pensions

Author(s):  Julie Steed

Materials from this session:

SMSF audit – what to expect

Author(s):  Shirley SCHAEFER

Materials from this session:

Global mobility and superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

Panel discussion – The lifecycle of a SMSF – practical issues

Author(s):  Julie Dolan,  Jemma SANDERSON,  Shirley SCHAEFER

Materials from this session:

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