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  2006

New SMSF strategies

Source: New South Wales

Published Date: 2 Mar 2006

 
This seminar covered retirement planning strategies and retirement planning investment strategies. The retirement planning part provided detailed case studies on strategies that help clients to plan their retirement incorporating the latest changes to superannuation that commenced on 1 January 2006. The presenters also discussed the latest thoughts on how to construct a portfolio that is suited to providing your clients income in retirement which is substantially different to the way you manage money during the accumulation phase.

Superannuation legislation continues to change at a rapid pace, presenting numerous opportunities for the innovative practitioner. The Superannuation Surcharge has been abolished capping tax on contributions to a maximum of 15%. From July 2006 superannuation contributions can be split between spouses. How can the innovative practitioner best structure retirement income streams for clients?

Retirement planning strategies

Author(s): Patrick Cork
Materials from this session:

Capital preservation and income derivation in retirement

Author(s): Craig Aspinall
Materials from this session:

Details

  • Published On:2 Mar 2006
  • Took place at:The Menzies Hotel, Sydney

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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2006

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