An exclusive TAG Webinar
EOFY Superannuation Strategies for Clients
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About us
Who is TAG Financial Services
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
What to expect from this session:
End of financial year is fast approaching!
Make sure you give yourself time to prepare...
In this webinar, Jason Roccasalvo and Emma Partenza will take you through the EOFY checklist and all the changes from 1 July, including:
- Removing the work test for voluntary contributions
- Increasing the 'bring forward' rule for non-concessional contributions for anyone up to the age of 75
- Reducing the eligibility age for downsizer contributions
- Removing the $450 per month Super Guarantee (SG) Threshold
- First Home Super Saver Scheme
- Exempt Current Pension Income
We will also cover issues such as what actions you need to take and when, and the strategies you should consider now.
About Jason Roccasalvo
Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. He is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.
About Emma Partenza
Emma is a Manager in the Superannuation Advisory Division. Emma has extensive Self-Managed Super Funds knowledge having speialised in superannuation for over 13 years. She is passionate about going above and beyond to provide the best superannuation solutions for clients. Her ‘hands on’ approach is respected by both clients and advisors alike.