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Burning SMSF questions, answered by the experts

Tue, 26 July 2022
2:00 PM - 3:00 PM AEST
Exclusive
By Anthony Cullen

Are you aware of the potential opportunities that may have come about as a result of the recent legislative changes? 

 

Making contributions to your SMSF from 1 July is a whole new ball game, especially for anyone 60 and older. The abolition of the work test up to the age of 75 for non-concessional contributions and the reduction in the downsizer qualifying age to 60 creates a cocktail of confusion when it comes to working out what's best for SMSF trustees like you.

This webinar is designed to give you confidence by answering some of the most common questions related to the recent legislative changes and what this means for SMSF trustees.

What are we going to cover?

  • We’ll explore changes to the work test rules that may allow you to make contributions, where previously you couldn't.
  • With the decrease in the downsizer age threshold we’ll revisit the basic eligibility criteria of which you need to be aware.
  • With changes to the Exempt Current Pension Income (ECPI) rules, funds supporting pension accounts may now have a choice in how ECPI is applied (this may influence how you complete your 2022 SMSF Annual Return).

Get in touch today

1300 023 170

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