2005

My Client the Retiree/Investor

Source: QLD

Published Date: 8 Apr 2005

 
As Australia's population ages, so does your client base, resulting in your small business client moving into retirement mode. This seminar outlined a range of issues that need to be dealt with to ensure your client transitions into retirement with the greatest retention of wealth and most tax effective income streams.

Superannuation - creating the right balance

Author(s): Chris Wyeth CTA

Hot property issues

Author(s): Murray Graham CTA
Materials from this session:

Estate planning

Author(s): Peter Porcellini
Materials from this session:

Retiree investment structures (outside superannuation)

Author(s): Brian J Richards CTA

Investment strategies

Author(s): Michael Goodwin
Materials from this session:

Details

  • Published On:8 Apr 2005
  • Took place at:Maroochy Surf Club, Maroochydore

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons 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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