Recorded Webinar: Maximising Super using the Small Business CGT Concessions


13th September 2019
Duration:  approx.  1 hour

You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions.
The small business CGT concessions provide qualifying taxpayers an invaluable opportunity to make contributions into their SMSF. This session examines how to best identify and assess opportunities to boosting super using the CGT cap, including:

  • Eligibility requirements to access the small business CGT concessions

  • How the CGT cap operates with the CGT retirement exemption and the CGT 15-year asset exemption

  • Interaction with the work test

  • Should an active asset be acquired in an SMSF

  • Timing and record-keeping requirements

  • Case studies highlighting how to increase super using the CGT and other contributions caps

Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar:  Maximising Super using the Small Business CGT Concessions

Michelle Griffiths, Partner, TAG Financial Services, Malvern East, Vic

Michelle is a Partner at TAG Financial Services and has been with TAG since the firm’s commencement. Michelle leads the Investment Advisory and Wealth division, she explores financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

Specialised skillset:

  • A highly specialised understanding of superannuation, consulting on a wide range of retirement saving matters with a particular focus on self managed super funds.

  • Advanced technical expertise in the area of retirement and estate planning: Michelle’s consulting services are in high demand by clients of TAG Financial Services and the wider accounting profession.

  • Expert in providing business structuring advice in order to maximise tax planning for business groups.

  • Experience in conducting industry presentations, including seminars held by TAG, CPA Australia and other professional groups.

Michelle is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring she is qualified to assist clients achieve their financial objectives.


This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

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Product Code: WBBSEP19
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.