Description
In this engaging session on downsizer super contributions, we provide a comprehensive overview of eligibility rules and clarify misconceptions that lead to confusion and missed opportunity.
This session will also explore strategic retirement planning opportunities to help your client reduce tax, increase age pension and most importantly build retirement wealth by using downsizer.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours: 1 hour | Â Legislated CPD Hours: 1 hour in technical competence
Presented by:
Stuart Sheary
Stuart is a Senior Technical Services Specialist at the Institute of Financial Professionals Australia (IFPA). He has over 20 years’ experience in financial services and is a regular presenter and author of technical literature covering super, social security and SMSFs. Prior to joining IFPA he worked at Insignia Financial and Colonial First State providing technical support to advisers.
His qualifications include a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP) member of the Financial Advice Association Australia and SMSF Association Specialist (SSA).
