Our Superannuation Strategies Seminar is designed to help accounting and financial professionals keep up to date with:
- Latest super strategies
- How to identify opportunities
- Implementation tips & traps
- Real life example
- What’s changing
10 August 2021 | 9.00am – 4.30pm
Initial Attendee: $495
Extra Attendees: $297 each
CPD: Up to 7 hours
Level: Intermediate, Advanced
1 Strategy Packed Day
Our online Superannuation Strategy Seminar includes great superannuation strategies and real life case studies. Each session includes Q&A to answer any questions you may have.
Recordings Available
Our recorded sessions will be available for you to re-watch any time via our online Seminar Portal.
Great Presenters
Our presenters work with clients and use super strategies daily, making the seminar practical and usable.
Presentation Handouts
Each session’s presentation and comprehensive white paper will be emailed to you.
Online Resource Kit
Essential SMSF information including standard documents, questionnaires, SMSF audit workpapers and compliance checklists (valued at $499).
Deed Discount
A 50% discount on your next deed establishment or amendment through TAG Financial Services (valued at $175).
Professional Development Hours
Attendance provides 7.0 CPD points: CPA, CA ANZ, SMSF Assoc., FPA and IPA.
Bonus Audit Webinar
Brenda Hutchinson | Tuesday 24 August | 12pm – 1pm
Come to our Audit webinar to hear about the new Independence Standards and how they may affect you.
Topics & Presenters:
Session 1: What’s New
Jason Roccasalvo, TAG Partner | 9.00am – 9.45am (AEST)
Session 2: Indexation Repercussions:
The ins and outs of Superannuation cap changes
Emma Partenza, TAG Manager | 9.55am – 11.25am (AEST)
Session 3: The Great Divide:
The practical implications of splitting Superannuation on divorce
Brenda Hutchinson, TAG Partner | 11.35am – 12.20pm (AEST)
Session 4: Securing Your Retirement Nest Egg:
The strategies to maximise wealth accumulation in Super
Jason Roccasalvo, TAG Partner | 1.20pm – 2.50pm (AEST)
Session 5: Unravelling Super Assets
Michelle Griffiths, TAG Partner | 3.00pm – 4.30pm (AEST)
Bonus Webinar: Auditor Independence Standards:
Regulatory stranglehold or a way to improve SMSF compliance?
Brenda Hutchinson, TAG Partner | 24 August 2021 | 12.00pm – 1.00pm (AEST)
Great feedback from past attendees!
“Absolutely fantastic conference – a must for accountants and anyone providing Super/SMSF advice.” – Shane D.
Our Super Presenters
Our presenters Brenda Hutchinson (TAG Partner), Michelle Griffiths (TAG Partner), Jason Roccasalvo (TAG Partner), Emma Partenza (TAG Partner) are acknowledged superannuation specialists with day-to-day industry experience that they present in a practical format.
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Proudly sponsored by:
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