Equalising Spouse Super Balances
Overview
Why maintaining relatively equal spouse super balances is now more important than ever!
With continued and ongoing changes being made to the superannuation rules each year, it has never been more important to maintain relative equal spouse superannuation balances! This session takes you through:
- Recent and upcoming legislative changes and how member balances are affected
- The real benefits achieved where spouse super balances are relatively equal
- Strategies that can be implemented to even out member balances
- Processes and procedures that need to be followed to achieve the best results
Learning Outcomes:
On completion of this session, you will be able to:
- Understand and communicate the risks associated with disproportionate spouse super balances
- Identify the most “at risk” clients within your client base
- Implement appropriate strategies to get the best outcomes for clients
- Manage the required processes and procedures within your office.
Suited to:
All SMSF Accountants and SMSF Advisors.
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 – Equalising Spouse Super BalancesVideo
- Feedback Survey 2024Survey
- Knowledge QuizTest
Your presenter
Garth McNallyGM Super Consulting
, Director, GM Super Consulting
Garth has worked in the Australian Superannuation industry for over 25 years with a specific focus on self-managed super funds. He provides ongoing technical support to professionals working in the superannuation area, including advisers, accountants, and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including CPA and CA ANZ.
Garth also provides training events and programs for private firms and training groups across Australia.