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Notes Online Home 2021 Super Schools Day 2 Advanced planning strategies to maximise superannuation contributions
Reforms provide important contribution strategies for taxpayers aged 65 and above
These seminar notes will address the Reforms provide important contribution strategies for taxpayers aged 65 and above under the following headings:
- Recent changes to the ‘work test’ provide opportunities for taxpayers aged
65 and 66 - Bring-forward rule’ for non-concessional contributions extended for
taxpayers aged 65 and 66 - Combining the contributions caps to contribute up to $732,500 without
breaching the capping thresholds - Case study demonstrates how a taxpayer saves over $190,000 by accessing
the new concessions