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Superannuation Strategies & Update Seminar 2017

With the most significant changes to superannuation in a decade, you can’t afford to miss this year’s seminar.

Our annual Superannuation Update and Strategies Seminar is designed to help Accounting and Profession Advisers keep up to date
with all the changes to superannuation and hear about the best possible strategies to take advantage of the changes.

Here’s what previous attendees have said about the TAG Seminar:

“Best value superannuation seminar I have attended and no.1 for Super Strategies.” Allan, Brisbane.

“Both excellent presenters. It’s obvious that they are both very knowledgeable.” Kimberley, Adelaide.

“Good stuff, learnt a lot today.” Craig, Melbourne.

“Always brilliant.” Kirsty, Melbourne.

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

Register Here

Seminar Topics

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)

Afternoon Session (1:00pm – 4:30pm)

Case Study – the lifecycle of super. All of the day’s topics explained using a case study which follows a couple through their superannuation life journey.

2017 Seminar Dates & Venues

• Sydney          Tues 25th July         Sheraton on the Park
• Brisbane       Thurs 27th July        Cliftons Brisbane
• Melbourne    Thurs 3rd August     Crown Conference Centre
• Adelaide       Mon 7th August        Stamford Plaza

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.

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

Professional Development Hours
Full day attendance provides the following CPD points: 7.0 CPA, 7.0 ICAA, 6.0 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.

The Speakers

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

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.

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.

TAG Superannuation Specialists App

Download our TAG Superannuation Specialists app today.

The app provides all the information you need to know about our upcoming seminar:

Just go to the App Store or Google Play and download – TAG Superannuation Specialists.

Download & Install the app – iOS

Download & Install the app – Android

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 2017 seminar manual – download the order form (please note that the 2017 manual will not be available until 25th July 2017).

Platinum Sponsors

Gold Sponsors


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