Miscellaneous 2004

RBLs and DIY Superannuation Funds

Source: Western Australia

Published Date: 27 May 2004

 
Reasonable benefit limit planning is not only dynamic, it is essential when planning superannuation structures for clients in both accumulation and retirement phases. Practitioners should ensure they are aware of current legislation, industry practices and contemporary strategies that can be implemented to maximise the position for their clients.

This presentation uses a range of case studies to provide an insight into strategies and take full advantage of opportunities afforded by DIY superannuation funds in relation to key RBL rules and issues.

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Individual Session

RBLs and DIY Superannuation Funds

Author(s): Dean Watson

Details

  • Published By: Dean Watson
  • Published On:27 May 2004
  • Took place at:City West Function Centre, West Perth

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2004

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