Description
With 30 June around the corner now is the time many clients will be wanting to maximise their super contributions. This session provides six practical tips and case studies to optimise your client’s super contributions while avoiding costly mistakes. We will explore the importance of timing the bring-forward rule, managing their total super balance, maximising the tax benefits of super contributions, avoiding pitfalls and more.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Technical Competence (0.50 hours) and Tax (Financial) Advice (0.50 hours)
ASIC knowledge areas and hours: Taxation (0.50 hours) and Superannuation/SMSF (0.50 hours)
PRESENTED BY
STUART SHEARY
Senior Technical Services Specialist at Institute of Financial Professionals Australia
Stuart Sheary is a highly respected financial services professional with over 20 years of industry experience, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape, Stuart has built a career dedicated to providing financial professionals with clear, actionable guidance in these complex areas.
Stuart is well known for his ability to simplify intricate legislative and technical matters, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events, contributions to technical literature, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector.
Before joining the Institute of Financial Professionals Australia (IFPA), Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients.
Stuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association, reflecting his commitment to professional excellence.
With a passion for technical education and adviser support, Stuart continues to contribute meaningfully to the industry, ensuring financial professionals stay informed, confident, and well-equipped to navigate the evolving financial services landscape.
