Back to basics – Contributions – A Local Community Event
A graduate to an intermediate course on contribution basics and strategy.
This session is aimed at new entrants into the superannuation and tax advice area or those who are looking at a refresh on this topic. The workshop is a back-to-basics on all things contributions including the different types of contributions that can be made, who can make them and rules on superannuation funds accepting them.
Join Speakers, Shakespeare Partners Associate Director Superannuation Specialist, Gemma Woolley and Opulen Accounting Greg Bentley to discuss practical examples of different contribution situations that come up on a day-to-day basis for advisers as well as strategic opportunities that new entrants can look out for including tips and traps to avoid.
Please arrive at 12:00 pm to enjoy a light working lunch before the superannuation seminar session officially kicks off at 12:30 pm.
Speakers: Greg Bentley & Gemma Woolley
Date: Thursday 22 September 2022
Time: 12:00pm – 2:30pm
Venue: Opulen Accounting & Superannuation office boardroom, 242 Rokeby Road, Subiaco WA 6008
CPD Hours: 2 CPD hours
Price: $40 SMSF Association Members | $60 Non-Members
You can register for the superannuation seminar here.
Contact us if you would like further information.
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