September 11 @ 12:30 PM - 1:30 PM AEST
- How the lifetime CGT cap works and the concessions that count towards it
- The key criteria that must be met for the 15-year exemption and the retirement exemption
- The timeframes that apply for small business sale proceeds to count towards the lifetime CGT cap
- How the superannuation eligibility rules and contribution caps affect the lifetime CGT cap
- And much more
Who Should Attend?
This webinar is vital for financial advisors, tax agents, superannuation specialists, and anyone involved in advising small business owner clients on superannuation matters.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members) | FREE for Platinum Members
TPB CPD Hours:1 hour | Legislated CPD Hours: To be confirmed
Presented by:
NATASHA PANAGIS
Natasha is a highly experienced wealth management specialist, brings her extensive expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security, and aged care to this monthly wrap. Her ability to interpret and disseminate complex information in an understandable and practical manner has made her a sought-after commentator in the media. Actively involved in shaping Australia’s financial services industry, Natasha’s policy and advocacy positions influence government, regulators, and key stakeholders.