When discussing contributions there is more to it than just concessional & non-concessional caps. Determining whether contributions can be made as well as when they are made is just as important as contribution type.
The changes to contribution caps, deductible contributions, the carry-forward and bring-forward rules as well as the downsizer and recent retiree contributions have opened up a whole new world when it comes to super.
How the contributions rules work for concessional and non-concessional contributions
Understand the SIS acceptance rules for contributions as well as the questions about when a contribution is received by a fund.
Accountants, financial planners, SMSF administrators
Small to medium organisations
Intermediate to Advanced
Graeme is a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector. Graeme has held senior roles in the Australian Tax Office and as an Assistant Commissioner of the Insurance and Superannuation Commission. Most recently, Graeme was Director, Technical and Professional Standards at the SMSF Association.
11 March 2020