Recorded Webinar: Contribution and Tax Strategies – Managing the $1.6 Million Cap Strategically

 

12th November 2019
Duration:  approx. 1 hour

 ANNOUNCING ONE HOUR LUNCHTIME WEBINARS
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. And, for most of you the webinars will be held at lunchtime - the ideal time for attending live webinars.
 ABOUT THE WEBINAR
Getting the right contribution and tax strategy is not a case of one size fits all. Understanding when and how to make adjustments is key and this may come down to careful adjustment.

This session looks at the key issues, including:

  • Contributions and timing

  • Spouse contribution splitting - transferring eligible

  • contributions to your spouse

  • Registering for GST when incurring eligible expenses

  • What to do when you own your business premises

  • To borrow or not to borrow - when that is the question

  • Managing in specie transfers efficiently

  • Segregating assets to minimize tax - 2 funds?

  • Withdrawal and re-contributing - when and how?

 PRESENTER
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar:  Contribution and Tax Strategies – Managing the $1.6 Million Cap Strategically

Shaun La Motte, Superannuation Director, Pitcher Partners, Melbourne

Shaun joined the Superannuation team at Pitcher Partners in 2011, bringing with him over 16 years' experience working with the superannuation and accounting industries.

As a client director, Shaun specialises in providing specialist advice to individual clients and business entities regarding superannuation legislation, pensions and planning for retirement. An expert in the technical intricacies of superannuation legislation and related tax areas, Shaun presents regularly at industry forums, and has also presented for the CPA Australia's Congress series.

Shaun holds a Bachelor of Business Accounting, is a Certified Practising Accountant (CPA) and is an accredited Self-Managed Superannuation Specialist Advisor with the Self-Managed Super Fund Professionals Association of Australia.

 WHO SHOULD ATTEND?

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.

 ENQUIRIES/ASSISTANCE
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: lisa@tved.net.au
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar:  Contribution and Tax Strategies – Managing the $1.6 Million Cap Strategically



© Television Education Network Pty Ltd 2020

Product Code: WBINOV19
 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.