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Institute of Financial Professionals Australia 2024 Conference
Institute of Financial Professionals Australia 2024 Conference

Session 3B | Super Contribution Strategies

Session

Session

11:45 am

15 March 2024

Conference Room A

Session Program

With the EOFY fast approaching, now is a great time to look at contribution strategies to help clients maximise their superannuation savings. In this session, we will examine the key contribution opportunities to consider before 30 June 2024, including strategies to prepare for the new financial year. If your client is asset rich and cash flow poor, doesn’t mean you can’t still use these contribution strategies, have you thought about in-specie asset transfers to increase their superannuation prior to 30 June? Understand the rules and things to consider when doing pro-active planning with your clients.