Current Status
Not Enrolled
Price
$30.00 AUD
Get Started

Home Downsizing Superannuation Contributions

Course Details

Description

As the Australian property market evolves and the needs of its aging population change, the concept of home downsizing has emerged as a compelling financial strategy. Leveraging superannuation contributions in this context can offer significant advantages for your clients, ensuring their retirement goals are met with ease and efficiency.

This course will equip you with the knowledge and expertise to confidently assist your clients in optimising their superannuation through strategic downsizing decisions. We understand that staying updated with the latest regulations and tax implications is paramount for practitioners like you, and that’s why this course is meticulously curated to address the most current and relevant information.

Learners will get a detailed overview of home downsizing and its impact on superannuation contributions. They’ll delve into the specific tax implications and incentives tied to home downsizing superannuation contributions. Learners will also understand the key concepts and legal frameworks that shape this financial strategy along with a few examples to illustrate various downsizing scenarios and how superannuation contributions play a pivotal role in each. Learners will gain practical insights that will empower them to make informed decisions for their clients.

This course has been designed to help learners navigate the intricacies of downsizing contributions within the realm of superannuation.

Estimated Time To Complete

Approx 3 Hours

Learning Outcomes

By the end of this course, you will be able to

Differentiate between main residence and investment property.
List the conditions for a superannuation contribution to be considered a Downsizer Contribution.
Guide your clients confidently through the complexities of downsizing contributions within their superannuation.

Topics

Introduction to home downsizing superannuation contributions
Main residence
Ten-year ownership condition
Contribution caps
Taxation components
Timing of downsizer contributions

Requirements

Computer, tablet or mobile
Internet Connection
Edge, Safari, Chrome or Firefox

Course Delivery

Online Learning

Course Access

12 Months

CPD Hours

1 Hours

Assessment

Multiple Choice

Ratings and Reviews

0.0
Avg. Rating
0 Ratings
5
0
4
0
3
0
2
0
1
0
What's your experience? We'd love to know!
No Reviews Found!
Show more reviews
What's your experience? We'd love to know!
Scroll to Top
Member Login
Forgot Password
Enter your email and we will send you a reset link.