Following the success of our first masterclass, Aaron Dunn and Tim Miller are back together to explore a range of contribution topics and issues relating to our case study of the Malthouse family and the Little Brewers Super Fund.

In this 3 hour event, both Aaron and Tim will take a deep dive into the contribution rules, which will include (but not be limited to):

• Understanding the requirements of a member’s total super balance, and considerations in making contributions.
• Getting the timing right in utilising the bring-forward rules for NCCs
• Strategies in leveraging the unused concessional contribution carry forward rules
• Considerations for dealing with excess contributions
• Utilising contribution reserving / holding account strategies
• How the small business CGT rules can apply to contributions as part of a Business Real Property transfer
• Utilisation of the downsizer contribution rules

Attendees of the virtual masterclass will receive a detailed answer booklet to the case study, along with access to a range of flowcharts to help work through the application of various contribution rules.

CPD Regular & CPD Business Members

This masterclass is included as part of your subscription, with registration details to be provided to you by email to register.

Not a member?

Take advantage of our CPD subscription and save on accessing the SMSF masterclass events and a range of other CPD training throughout the year.

Presenters