Australia's longest running and most practical Superannuation Seminar!

 


A 1 day strategy session for accountants, focusing on superannuation strategies.

 

 

Benefit from our "practical solutions to technical problems" philosophy.


 


Learn how to help your clients maximise their superannuation.
 

 

 

 


 

 

On Demand Pricing
 

Initial Attendee Extra Attendees (from same firm)
$550 $275pp

 


 

What's Included

 

1 Strategy Packed Day

Our Superannuation Strategies Seminar includes great superannuation strategies and real life case studies.
 

Bonus Audit Webinar

Come to our Audit webinar on 23 August 12.00pm - 1.00pm, to hear the latest updates. 


Recordings Available
Our recorded sessions will be available for you to re-watch any time via our online Seminar Portal.

 

Great Presenters
Our presenters work with clients and use super strategies daily, making the seminar practical and usable.
 
 
Presentation Handouts
Each session's presentation and comprehensive white paper will be emailed to you before the seminar.
 
 

Online Resource Kit
Essential SMSF information including standard documents, questionnaires, SMSF audit workpapers and compliance checklists (valued at $499).

 

Deed Discount
A 50% discount on your next deed establishment or amendment through TAG Financial Services (valued at $175).

 

Professional Development Hours
Attendance provides 7.0 CPD points: CPA, CA ANZ, SMSF Assoc., FPA and IPA.

 


 


2023 Sessions and Agenda

In-specie Asset Transfers: Show me the Money – or Not!

 

Contributing cash is not the only way to accumulate superannuation wealth. We will take you through the issues of transferring assets into and out of superannuation.
 

- When you can transfer units and property.
- Stamp duty issues.
- Land rich trust issues.
- Valuation issues.
- Taxation implications.
- Documentation requirements.
- The requirements under LCR 2021/2.

 

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SBCGT: Using Taxation Strategies to Build Superannuation Wealth

For many business clients SBCGT can help contribute significant amounts to their superannuation.

- How to access the SBCGT concessions.
- Strategies for taking advantage of the concessions to build superannuation wealth.
- The traps to avoid ensuring the concessions are not lost.
- Practical case study showing how to apply the concessions.

Multi-Generational Planning: Death Issues - Where there’s a Will, there’s a Way

With superannuation assets being one of the largest assets that our clients hold, it is important to plan for how this will pass to the next generation.

- How to detangle the complexities of estate planning.
- Dealing with lumpy assets.
- Strategies to handle where fund members do not have the capacity to manage their super.
- Issues around BDBN.

 

Borrowing & In-house Asset Issues: Practical Strategies for Complex Issues

Borrowing and in-house assets are the most complex areas of the superannuation legislation. We will help you navigate:

- The issues that create in-house assets.
- Common issues establishing and maintaining borrowings, including:
   - Cashflow.
   - Being able to service LRBA debts.
   - Settlement issues.
   - Timing issues around providing advice.

 

Preparing for Retirement: Taking the Guess Work out of Planning for Retirement

Let us show you our tried and tested strategies that will help your clients at the different stages of being prepared for retirement:

- Looking at retirement goal setting.
- Pre-retirement planning.
- Retirement planning.
- A handy checklist to ensure all stages of retirement are considered and planned for.

 

Panel Discussion

Our panel discussion will help you navigate the practical application of the superannuation changes and strategies.


Bonus Audit Webinar | Wednesday 23 August, 12-1pm
Presenter: Brenda Hutchinson,
 Partner, TAG Financial Services

 

Whether you are undertaking audits or getting the files ready for the auditor, we will take you through some practical audit tips:

 

- Non-Arms Length Income (NALI) and Non-Arms Length Expenses (NALE).

- Where are we at with the NALI / NALE provisions?

- Practical examples of when the NALE provisions will apply

- How to avoid falling foul of the NALI / NALE requirements

- Superannuation Strategies

 

We will review all our seminar session topics and look at the strategies from an auditor’s view point, highlighting what to look out for and what evidence auditors will want to see:

 

- In-specie asset transfers

- Small Business CGT

- Multi-generation planning

- Borrowing and In-house assets

- Retirement strategies

- Hot issues facing the auditor

 

     

REGISTER NOW



Testimonials

 



 



Our Presenters
 

Michelle Griffiths, CA
Partner, TAG Financial Services

Investment Advisory & Wealth

"There is so much value we can provide to our clients, with regards to superannuation. We are in the prime position to help our clients look forward, so they can live their dream retirement. It's all about the strategies we can adapt now, to make those dreams a reality in the future."

 

Brenda Hutchinson, CPA
Partner, TAG Financial Services

Superannuation Advisory & Audit

"I love presenting at our annual Superannuation Roadshow. We put a great deal of effort into making the seminar engaging with interactive content that enhances everyone's knowledge. We highlight practical strategies, so that you can adopt these with your clients straight away."

 

Our Writers

 


Jason Roccasalvo, CA
Partner, TAG Financial Services

Superannuation Advisory & Audit

Specialising in superannuation, Jason's breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.

 

 

Emma Partenza, CPA, SSA

Manager, TAG Financial Services

Superannuation Advisory & Audit

Emma has extensive knowledge in Self-Managed Super Funds. She is passionate about going above and beyond to provide the best superannuation solutions for clients. Her ‘hands on’ approach is respected by both clients and advisors alike.

 



 





 

 


 



 

 

 


 

 

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