An exclusive TAG Webinar

EOFY Super Strategies

Hosted by
TAG Financial Services
J
Jason Roccasalvo and
E
Emma Partenza

Broadcast has ended. You may watch the replay!

May
21
Tuesday
May 21st
12:00 pm AEST

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:

In this webinar, we will take you through the EOFY checklist and all the key changes including:


- Indexation of contribution caps and how it impacts superannuation members.

- End of year health checks - what are the key actions?

- $3m cap - current state of play.

- Related Party loans - interest rates.

We will also cover actions you need to take and when, and the strategies you should be considering now.

about

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

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.

May
21
Tuesday
May 21st
12:00 pm AEST