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Recorded Webinars

Recorded Webinar: New Thresholds and Indexation: These are the Super Rules You Need to Know Now

Increase in contribution caps will have many impacts, including on pension accounts. This session looks at the new rules and their practical effects. It includes: Increase in the general transfer balance cap and non-concessional contribution cap
PRESENTED BY Peter Crump Senior Consultant, Private Wealth - BDO , Adelaide

Date/Time

About the Webinar

Increase in contribution caps will have many impacts, including on pension accounts. This session looks at the new rules and their practical effects. It includes:

  • Increase in the general transfer balance cap and non-concessional contribution cap
  • Concessional contribution cap increase $25,000 to $27,500 from 1st July 2021
  • Indexation of concessional contribution cap - $100,000 to $110,000
  • Understanding the bring forward thresholds and amounts for 2020 - 2021
  • Impact of changes on pension accounts
  • Communicating to client it is actionable and what is not in light of changes
  • Case studies – Some worked examples of practical effects of changes

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.

Who Should Attend?

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

CPD Information

Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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: [email protected]

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