Superannuation Strategies and Update Seminar
Australia's longest running and most successful Superannuation Seminar.
Our annual Superannuation Update and Strategies Seminar is designed to help Accounting and Financial Professionals keep up to date with all the changes to superannuation and hear about the best possible strategies to help their clients take advantage of the changes.
Here’s what previous attendees said last year about the
Brisbane - Tuesday, 23 July
Sydney - Tuesday, 30 July
Adelaide - Monday, 5 August
Melbourne - Wednesday, 7 August
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The seminar is packed with practical information to enable you to discuss superannuation issues with your clients and provide up to date, valuable advice. Each session contains comprehensive case studies and practical examples.
Morning Session (8.30am – 12.00pm)
With the Financial Services Royal Commission, Productivity Commission into Superannuation and new legislations released and new legislation released, we will cover practical tips and traps to assist you to optimise your client’s super.
Multi-Generational Fund Planning
In managing your client’s legacy, we will show you the best strategies to maximise multi-generational wealth accumulation.
Afternoon Session (1:00pm – 4:30pm)
Strategies to Build Wealth
Learn strategies to assist with the accumulation of wealth in SMSFs within the new rules.
Strategies to Fund an Ideal Retirement
Let us show you how your client’s can make the most of the changes, so they can live their best possible retirement.
Case Study – The Lifecycle of Super
All of the day’s topics explained using a case study which follows a family through their superannuation life journey.
This valuable resource is designed to be a working document and includes examples, case studies, various handy charts/tables and key tax thresholds.
Online Resource Kit
Essential SMSF information including standard documents, questionnaires, self-managed superannuation fund audit workpapers and compliance checklists, valued at $400.
A 50% discount on your next deed establishment or amendment through TAG Financial Services.
2 complimentary SMSF update webinars, valued at $198.
Professional Development Hours
Attendance provides the following CPD points: 7.0 CPA, 7.0 ICAA, 6.0 SMSF Assoc., 6.5 FPA and 7.0 IPA.
Morning tea, afternoon tea and lunch are provided.
Michelle and Brenda are acknowledged superannuation specialists, with extensive experience in presenting superannuation training and materials both for TAG Financial Services and various professional bodies.
Michelle Griffiths, CA Partner Brenda Hutchinson, CPA Partner
Investment Advisory and Wealth Superannuation Advisory and Audit
all prices include GST.
TAG Superannuation Specialists App
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* detailed agenda
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* presenter information
* exhibitor details
* venue and parking information
Just go to the App Store or Google Play and download – TAG Superannuation Specialists.
Seminar Proudly Sponsored by:
- Superannuation Seminar - Brisbane - Tuesday 23rd July
- Superannuation Seminar - Sydney - Tuesday 30th July
- Superannuation Seminar - Melbourne - Wednesday 7th August
- Superannuation Seminar - Adelaide - Monday 5th August