contact Tag financial
Tag financial mailing list
Tag Financial Client Login Client Portal
Join our mailing list
Tag financial on Google plus Tag financial on LinkedIn Tag financial on Facebook

Superannuation Strategies & Update Seminar

Our annual Superannuation Update and Strategies Seminar is designed to help Accounting and Profession Advisers keep up to date with all the changes and proposed changes to superannuation legislation. This full day and half day seminar is held in Adelaide, Melbourne, Sydney and Brisbane.

“A very complex subject presented with confidence and clarity”

“The TAG seminar is always the cornerstone of my professional development and the manual becomes my bible for the next year”

“Really well presented – both Michelle and Brenda had detailed knowledge of SMSF’s therefore able to provide great examples”

The seminar is packed with practical information to enable you to discuss superannuation issues with your clients and provide up to date, practical advice. Each session contains comprehensive case studies and practical examples.

Click Here to download Brochure
Click Here to download a Registration Form

Register Here

Seminar Topics

2016 Seminar Dates & Venues

• Brisbane          Tues 26th July          Mercure Brisbane
• Sydney             Thurs 28th July         Sheraton on the Park
• Melbourne       Thurs 4th August      Melbourne Park Function Centre
• Adelaide          Mon 8th August        Mercure Grosvenor Hotel

What’s Included

Comprehensive Manual
This manual is designed to be a working document and includes examples, case studies, various handy charts/tables and key tax thresholds.

Pro-Forma Documents
Provides vital information including standard documents, questionnaires and self-managed superannuation fund audit workpapers and compliance checklists valued at $400.

50% Deed Discount
A 50% discount on your next fund establishment or amendment through TAG Financial Services.

Professional Development Hours
Full day attendance provides the following CPD points: 7.0 CPA, 7.0 ICAA, 7.0 SMSF Assoc., 6.5 FPA and 7.0 IPA.

Fully Catered
Morning tea provided for those attending morning session, afternoon tea provided for afternoon session and lunch provided for full day attendees.

Webinar Updates
Complimentary attendance at 2 webinars providing SMSF updates, valued at $198.

The Speakers

Michelle Griffiths, CA, Partner – TAG Financial Services
Brenda Hutchinson, CPA, Partner – TAG Financial Services

Michelle and Brenda are passionate about sharing their knowledge and conduct seminars and training courses for clients, discussion groups and industry groups. Their experience also includes extensive presenting and writing of superannuation training materials both for TAG Financial Services and professional bodies.

Pricing

Morning or Afternoon           Full Day Session
Session

1: Attendee        $462                                      $698.50
2: Attendees      $415.80 pp                           $628.65 pp
3: Attendees      $369.60 pp                           $558.80 pp

All prices include GST.
Discounts for multiple attendees: The discounted rate applies only for multiple attendees: book 2 attendees and receive a 10% discount, book 3 or more attendees and receive a 20% discount. To receive discount, attendees must register together.

Seminar Manual

The Superannuation Strategies and Update Seminar manual is designed to be a working document and includes examples, case studies, various handy charts/tables and key tax thresholds.  It also includes pro-forma documents – standard documents, questionnaires and self-managed superannuation fund audit workpapers and compliance checklists valued at $400.

To purchase the 2015 seminar manual – download the order form

To purchase the 2016 seminar manual – download the order form (please note that the 2016 manual will not be available until 26th July 2016).

Latest from the tag blog

TAG TIPS – Be the best Trustee…you owe it to your retirement!

June 21, 2017

A Self Managed Super Fund (SMSF) can help you focus on having the funds to maintain a good lifestyle in retirement. When you set up a SMSF you become the trustee of your SMSF. You can have the fund’s technical aspects handled by qualified experts but you are still the ultimate boss!  Yes, you are […]