Smarter SMSF

Online SMSF Masterclass – Contributions

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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.




Date And Time

15-11-2023 @ 02:00 PM to
15-11-2023 @ 03:00 PM

Registration End Date



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