Superannuation Strategies and Update Seminar

Australia's longest running and most successful Superannuation Seminar.

Our annual Superannuation Update and Strategies Seminar is designed to help Accounting and Financial Professionals keep up to date with all the changes to superannuation and hear about the best possible strategies to help their clients take advantage of the changes.

 

Here’s what previous attendees said last year about the
TAG Seminar:


 

 

 

Register Online

 

Brisbane - Tuesday, 23 July

Sydney - Tuesday, 30 July

Adelaide - Monday, 5 August

Melbourne - Wednesday, 7 August
 


 

Brochure

 

Click Here to download Brochure

Click Here to download Registration Form

 


 

Seminar Topics

The seminar is packed with practical information to enable you to discuss superannuation issues with your clients and provide up to date, valuable advice. Each session contains comprehensive case studies and practical examples.

 

Morning Session (8.30am – 12.00pm)

 

What’s New

With the Financial Services Royal Commission, Productivity Commission into Superannuation and new legislations released and new legislation released, we will cover practical tips and traps to assist you to optimise your client’s super.

 

Multi-Generational Fund Planning

In managing your client’s legacy, we will show you the best strategies to maximise multi-generational wealth accumulation.

 

Afternoon Session (1:00pm – 4:30pm)

 

Strategies to Build Wealth

Learn strategies to assist with the accumulation of wealth in SMSFs within the new rules.

 

Strategies to Fund an Ideal Retirement

Let us show you how your client’s can make the most of the changes, so they can live their best possible retirement.

 

Case Study – The Lifecycle of Super

All of the day’s topics explained using a case study which follows a family through their superannuation life journey.

 


 

What’s Included

 

Comprehensive Guide
This valuable resource is designed to be a working document and includes examples, case studies, various handy  charts/tables and key tax thresholds.

 

Online Resource Kit
Essential SMSF information including standard documents, questionnaires, self-managed superannuation fund audit workpapers and compliance checklists, valued at $400.

 

Deed Discount
A 50% discount on your next deed establishment or amendment through TAG Financial Services.

 

Webinar Updates
2 complimentary SMSF update webinars, valued at $198.

 

Professional Development Hours
Attendance provides the following CPD points: 7.0 CPA, 7.0 ICAA, 6.0 SMSF Assoc., 6.0 FPA and 7.0 IPA.

 

Fully Catered
Morning tea, afternoon tea and lunch are provided.

 


 

The Speakers

 

Michelle and Brenda are acknowledged superannuation specialists, with extensive experience in presenting superannuation training and materials both for TAG Financial Services and various professional bodies.

 

                                                              

Michelle Griffiths, CA Partner                                       Brenda Hutchinson, CPA Partner

Investment Advisory and Wealth                                   Superannuation Advisory and Audit

 


 

Pricing

 

1 Attendee

$698.50

2 Attendees

$628.65 pp

3 Attendees

$558.80 pp

     all prices include GST.

 


 

TAG Superannuation Specialists App

 

Download our TAG Superannuation Specialists app today.

 

The app provides all the information you need to know about our upcoming seminar:

* detailed agenda

* access to up-to-date news and information

* provide instant feedback

* presenter information

* exhibitor details

* venue and parking information

 

Just go to the App Store or Google Play and download – TAG Superannuation Specialists.

 

Download & Install the app - iOs

Download & Install the app - Android

 


 

Seminar Guide and Online Resource Kit - 2019

 

If you missed our 2018 Superannuation Seminar, you can still purchase our seminar materials:

 

Superannuation Update & Strategies Guide - $99

This essential resource is designed to be a working document and includes examples, case studies, various handy charts/tables and key tax thresholds.

 

Online Resource Kit - $99

Essential SMSF information including standard documents, questionnaires, SMSF audit work papers and compliance checklists. Valued at over $400.

 

To purchase the 2019 seminar guide – download the order form. 

 

Receive our Super Updates

 

Click here if you would like to receive our regular Super Technical Updates.

 


 

Seminar Proudly Sponsored by:

 

Platinum Sponsors

 

Gold Sponsors

 

 

 

 

 

 

 

Register online