Seminars, Webinars & Discussion Groups

Excess contributions – prevention and cure (recording)

Name: Excess contributions – prevention and cure (recording)
SKU: EC202502R
Price: 145.2 AUD
Availability: InStock

$145.20 Incl. GST

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SKU: EC202502R · Category: Seminars, Webinars & Discussion Groups

Excess super contributions are a common headache for clients and their advisers. In this session, we will examine common traps through real-life case studies and explore the best course of action for those who’ve exceeded their cap. We will also share five practical tips to help clients stay within their limits. Join us to gain the insights you need to confidently guide your clients and help them prevent or remedy an otherwise costly mistake.

Who Should Attend?

This webinar is vital for financial advisors, tax agents, superannuation specialists, and anyone involved in advising clients on superannuation matters.

Register now to secure your place!

$99+GST (members) | $132+GST (non- members)

TPB CPD Hours:1 hour | Legislated CPD Hours: 1 hour in technical competence

Presented by IFPA Superannuation & Financial Services Team

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.

Stuart Sheary

Stuart is a Senior Technical Services Specialist at the Institute of Financial Professionals Australia (IFPA), bringing over 20 years of experience in financial services. A respected presenter and author, he regularly shares his expertise on superannuation, social security, and SMSFs. Stuart has extensive experience providing technical support to advisers, helping them navigate complex financial matters. He holds a Bachelor of Economics and a Bachelor of Arts and is a Certified Financial Planner (CFP) with the Financial Advice Association Australia, as well as an SMSF Association Specialist (SSA).