Superannuation is increasingly a significant part of clients' wealth planning strategies, being the second most valuable asset for many Australians. Unprecedented levels of change over the past twelve months continue to present challenges for practitioners. Aimed at any practitioner involved in the area of superannuation, this Intensive canvassed the topical issues under the new regime to equip advisers with the tools necessary to achieve commercial and tax effective outcomes. Topics covered included:
- wealth migration to and from SMSFs
- SMSFs: Fund Administration - getting the details right
- SMSFs: Fund Administration - the tax issues
- instalment warrants - practical applications
- speculating with real property
- current market overview - an industry perspective.