Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
87355
Recorded Webinars

Recorded Webinar: 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 session drills down into the u
PRESENTED BY Michelle Griffiths Partner - TAG Financial Services , Melbourne

Date/Time

About the Webinar

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 session drills down into the use of in specie transfers in and out of a fund, including:

  • What type of assets other than cash can form part of a contribution?
  • Are there any trust deed requirements to consider?
  • What are the limits on making in specie contributions?
  • In-specie contributions and the CGT cap
  • Making an In-specie contribution in conjunction with an asset purchase by the fund (LCR 2021/2)
  • Can a death benefit be paid In-specie?
  • Stamp duty considerations and concessions, including:
    • farmland
    • other in specie benefits
    • exemptions that may apply
  • Case studies exploring tax effective In-specie contribution strategies

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 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. 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]

Go to top