Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  Miscellaneous 2008

Superannuation strategies life begins at 60 - pre and post planning

Source: Western Australia

Published Date: 11 Apr 2008

 
This is a large presentation (approximately 60 slides) covering:
  • strategies pre and post age 60
  • opportunities after age 65
  • case studies:
    • gearing into a share portfolio
    • gearing into property:
      • new purchase
      • application to small business clients.

Additionally, this presentation covers a number of case studies:

  • Gearing into shares:
    • example of prudent gearing over time
    • new strategy - reducing SMSF tax bill
    • new strategy - contribution limits and contributions tax
  • Gearing into property - new purchase
  • Gearing into property - small business acquisition of premises.

 

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

Author(s)

Individual Session

Superannuation strategies life begins at 60, pre and post planning

Author(s): Jemma Sanderson CTA
Materials from this session:

Download

Details

  • Published By: Jemma Sanderson CTA
  • Published On:11 Apr 2008
  • Took place at:Parmelia Hilton, Perth

The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced 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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Miscellaneous 2008

Share this page