All I want for Christmas is… a mid-year Super Review, and setting yourself up for the New Year!
Overview
What is in the ‘superannuation stockings’ or under the ‘retirement tree’ this year? As we approach the 2024 Christmas break, review your superannuation setup with our practical case studies and checklists to ensure it’s working best for you amidst ever-changing rules and life circumstances.
Superannuation, and SMSFs specifically, are growing in popularity, with a record number of SMSFs being established, according to the latest ATO statistics. What’s all the excitement about?
The end of the year is always a good time to review what has happened so far and plan for the following year.
We will do this through a superannuation lens, providing practical case studies and checklists – along with our usual take-home ideas that will benefit yourself and/or your clients.
Learning Outcomes:
Attendees will learn:
- The significant benefits of superannuation, and SMSFs in particular
- A recap of 2024FY changes and what you need to know
- How you can update your superannuation strategy to take advantage of the latest and greatest
Suited to:
SMSF administrators, accountants and financial advisers from small to medium practices.
This On Demand Includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
Course syllabus
3 lessons
- Video – All I want for Christmas is…a mid year Super Review and setting yourself up for the New YearVideo
- Feedback Survey 2024Survey
- Knowledge QuizTest
Your presenter
Craig StoneSuperConcepts
, General Manager – Quality & Technical Services, SuperConcepts
Craig is a well-known figure in the SMSF community with a long-standing reputation as an Adelaide-based SMSF Specialist. He heads up the SuperConcepts Quality & Technical Team after a distinguished career with 2 large 2nd-tier accounting firms in senior management positions.
Craig is highly sought after in SMSF education and training, and is known for making the complex subjects of superannuation to be understood in a simple manner.