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103360
Individual Podcasts

Superannuation Contributions: Maximising the Benefits

There are numerous contribution rules and caps in place to navigate when determining how to maximise the benefits of contributing to superannuation. This session explores some of the strategies available to assist in making the most of those benefits and the tax concessions availa
PRESENTED BY Peter Crump Senior Consultant, Private Wealth - BDO , Adelaide

Date/Time

About the Podcast

There are numerous contribution rules and caps in place to navigate when determining how to maximise the benefits of contributing to superannuation. This session explores some of the strategies available to assist in making the most of those benefits and the tax concessions available, including:

  • How the indexed transfer balance cap impacts on non concessional contributions
  • Can you manage your total superannuation balance to maximise non concessional superannuation contributions?
  • The concessional contributions cap and strategies when the carry-forward of unused concessional contributions may be beneficial
  • Why the timing of contributions can matter, including:
    • how the downsizer contribution interacts with other contribution caps
    • how the small business CGT cap interacts with other contribution caps
  • Strategies to time contributions subject to the various caps to maximise super balances
  • Planning contribution strategies in the 2024 financial year with an eye on the 2025 financial year, including how the transfer balance cap and non concessional contributions cap are indexed
  • The impact the work test changes have on recontribution strategies, including:
    • potential death benefits tax planning
    • managing the transfer balance cap between spouses
  • Practical examples

Presented By

Peter Crump
Senior Consultant, Private Wealth, BDO Adelaide, SA

Peter is a recognised expert in self-managed superannuation funds, having provided advice and support in this sector for well over 20 years. He has significant experience in providing advice to high net worth individuals and family groups, especially dealing with multiple generations.

A firm believer in providing advice that is relevant at a personal level, Peter takes every opportunity to help his clients learn more about their financial arrangements. As an actuary he also provides expert advice to lawyers on Family Law and superannuation issues.

Peter’s commitment to the SMSF sector has included an extended term as a non-executive director of the SMSF Association, including the position of Chairman from 2014 to 2016. In 2014 Peter co-authored (together with Paul Clitheroe) “Control your own super fund”, published by Penguin.

CPD Information

0.5 CPD hours

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

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