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Recorded Webinars

Recorded Webinar: Maximising Super using the Small Business CGT Concessions

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:
PRESENTED BY Michelle Griffiths Partner - TAG Financial Services , Melbourne

Date/Time

About the Webinar

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

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.

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: [email protected]

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