Miscellaneous 2007

Life begins at 60 - pre and post superannuation planning

Source: New South Wales

Published Date: 6 Dec 2007

 

The Simpler Superannuation changes in the 2006 Budget that came into effect on 1 July 2007 will have far-reaching effects on retirement and estate planning for clients. Strategies will be necessary to optimise both the tax effectiveness for clients, and the tax effectiveness for their beneficiaries. This presentation delves into the following strategies:

  • what to do before age 60
  • between 60 and 65 - how can superannuation be optimised
  • beyond 65 - what opportunities are available?

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Details

  • Published By: Jemma Sanderson CTA
  • Published On:6 Dec 2007
  • Took place at:The Grace Hotel, Sydney, and The Crowne Plaza, Parramatta

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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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