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79281
Individual Podcasts

Maximising In-Specie Super Contributions and Benefits

Transferring an asset in or out of superannuation may pass as an acceptable contribution or payment benefit, but not in all cases. Care must be exercised when considering this course of action as getting it wrong can have serious repercussions. This podcast drills down into the u
PRESENTED BY Michelle Griffiths Partner - TAG Financial Services , Melbourne

Date/Time

About the Podcast

Transferring an asset in or out of superannuation may pass as an acceptable contribution or payment benefit, but not in all cases. Care must be exercised when considering this course of action as getting it wrong can have serious repercussions. This podcast drills down into the use of in specie transfers in and out of a fund.Transferring an asset in or out of superannuation may pass as an acceptable contribution or payment benefit, but not in all cases. Care must be exercised when considering this course of action as getting it wrong can have serious repercussions. This podcast drills down into the use of in specie transfers in and out of a fund.

Featuring: Michelle Griffiths, TAG Financial Services, Melbourne, Vic.

34 minutes / 0.6 CPD hours

Presented By

Michelle Griffiths
Partner, TAG Financial Services Melbourne, Vic.

Michelle is a founding Director of TAG Financial Services Pty Ltd, a Chartered Accountant and qualified investment adviser. Michelle is widely known for her practical approach to some very technical topics. She is a recognised superannuation, investment and taxation specialist and consults on all matters relevant to wealth management.

Michelle is passionate about sharing her knowledge. Her case study based presentation style is a welcome change of pace, always providing some practical ideas and discussion points for you to use with your clients.

CPD Information

0.57 CPD Hours

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